Define PO custom fields
Purchase Order (PO) Custom Fields define custom fields and specify view and editing permissions for techs. Use this screen to extend the types properties associated with purchase orders.
No client permissions are available in PO custom field because clients never view purchase orders.
Below is an example of the PO Custom Fields screen.
|Field / Check Box||Description|
|Label||The custom field name.|
Select one of the following types using semicolons to delimit multiple choices in the Options setting:
|Width||Specifies the number of columns in the custom field text area.|
Creates a tool tip that helps users complete the custom field.
When the tool tip is created, an Info icon appears next to the custom field. When the user mouses over the Info icon, the tool tip pops up.
|Display Order||Click the drop-down menu and select the custom field order.|
|Height||Specifies the number of rows in the custom field text area|
Configures the Client permissions, defining whether the client can see, edit, or interact with the custom field.
These fields are disabled when the custom field is not visible in the client interface.
Configures the Tech permissions, defining whether the Tech can see, edit, or interact with the custom field.
Administrative users have at least Editable access to all custom fields. The Required fields are required for Administrators.
|Limit Input to Text Box Width||Ensures the maximum number of characters allowed does not exceed the number of characters chosen in the Width option.|
|Encrypt in database||
AES-encrypts the data entered in the custom field before it is stored in the database.
If you select this option after the data is entered, the existing values are not encrypted until they are updated.
|Searchable||Enables the custom field to appear as a search option in the Advanced Search page.|
|Allow full-text search (slower)||
Indexes only the first 255 characters in a custom field.
Select this option when the custom field values may exceed 255 characters. Applying this option greatly reduces search performance.
|Exclude From E-Mail||Ensures the custom field does not appear in emails to Clients or Techs.|
Define the PO custom fields
- Click Setup > Assets > PO Custom Fields.
- Click New.
- In the Label field, enter a name for this custom field.
- Complete the remaining fields, and then click Save.