Define the purchase order custom fields

The Purchase Order (PO) Custom Fields screen defines the custom fields and specifies the view and editing permissions for your techs. Use this screen to extend the types properties associated with purchase orders.

See Managing assets for information about working with purchase orders.

No client permissions are available in PO custom field because clients do not view the purchase orders.

Below is an example of the PO Custom Fields screen.

  1. Click Setup > Assets > PO Custom Fields.
  2. Click New.
  3. In the Label field, enter a name for this custom field.

  4. Click the Type drop-down menu and select a display option for the custom field.

    See the table below for details.

    Selection Description
    Text

    Creates a text box for up to 80 characters and up to 15 lines of text.

    1. Select Text in the drop-down menu.
    2. Click the Width drop-down menu and select the number of characters that display in the field.
    3. Click the Height drop-down menu and select the number of lines that you can enter in the field.
    4. Select a checkbox option.

      Select the Limit Input to Text Box Width checkbox to ensure the maximum number of characters does not exceed the number of characters chosen in the Width option.

      Select the Encrypt in database checkbox to encrypt the data entered in the custom field before it is stored in the database. If you select this option after you enter the data, the existing values are not encrypted until they are updated.

      Select the Searchable checkbox to Include the custom field as a search option in the Advanced Search page.

      Select Allow full-text to index only the first 255 characters in a custom field. Select this option when the custom field values could exceed 255 characters. Applying this option reduces your search performance.

    5. Go to step 5.
    Number

    Creates a text box for up to 80 characters and up to 15 lines of text or numbers.

    1. Select Number in the drop-down menu.
    2. Click the Width drop-down menu and select the number of characters that display in the field.
    3. Click the Scale drop-down menu and select the number of lines that you can enter in the field.
    4. Go to step 5.
    Currency

    Creates a text box for up to 80 characters and up to 15 lines of text or numbers.

    1. Select Currency in the drop-down menu.
    2. Click the Width drop-down menu and select the number of characters that display in the field.
    3. Go to step 5.
    Date

    Creates a calendar field to add a date.

    1. Select Date in the drop-down menu.
    2. Select the Searchable checkbox to Include the custom field as a search option in the Advanced Search page. Otherwise, leave this checkbox deselected.
    3. Go to step 5.
    Date/Time

    Creates a field with a selectable calendar and time drop-down menus.

    1. Select Date/Time in the drop-down menu.
    2. Select the Searchable checkbox to Include the custom field as a search option in the Advanced Search page. Otherwise, deselect this checkbox.
    3. Go to step 5.
    Time Period

    Creates a field with days and hours drop-down menus.

    1. Select Time Period in the drop-down menu.
    2. Click the Use Business Time checkbox to select the current business time zone. Otherwise, deselect this checkbox.
    3. Go to step 5.
    Multiple Choice

    Creates a field with one or more checkboxes.

    1. Select Multiple Choice in the drop-down menu.
    2. In the Options field, enter the multiple choice names separated by a semicolon.

      For example:

      Option1,Option2,Option3

    3. (Optional) Click Choose file to select and upload a file.
    4. Select the Searchable checkbox to Include the custom field as a search option in the Advanced Search page. Otherwise, deselect this checkbox.
    5. Go to step 5.
    Single Choice

    Creates a field with one or more radio buttons.

    1. Select Single Choice in the drop-down menu.
    2. In the Options field, enter the name for the single choice.
    3. (Optional) Click Choose file to select and upload a file.
    4. Select the Searchable checkbox to Include the custom field as a search option in the Advanced Search page. Otherwise, deselect this checkbox.
    5. Go to step 5.
    Popup Menu

    Creates a field with one or more options in a drop-down menu.

    1. Select Popup Menu in the drop-down menu.
    2. (Optional) Click Choose file to select and upload a file.
    3. In the Options field, enter the pop-up menu item names separated by a semicolon.

      For example:

      Option1,Option2,Option3

    4. Select the Searchable checkbox to Include the custom field as a search option in the Advanced Search page. Otherwise, deselect this checkbox.
    5. Go to step 5.
  5. In the Info field, enter the text that displays in a tool tip for the custom field.

    When the tool tip is created, an Info icon displays next to the custom field. When you mouse over the Info icon, the tool tip displays with the text you enter in this field.

  6. Select the Searchable checkbox to include the custom field as a search option in the Advanced Search page. Otherwise, leave the checkbox blank.

  7. Click the Display Order drop-down menu and select the custom field order.

  8. Select the Client permissions, defining whether the client can view, edit, or interact with the custom field, and if the field is required.

    The custom field is disabled when the field is not visible in the client interface.

  9. Select the Tech permissions, defining whether the tech can view, edit, or edit the custom field, and if the field is required.

    Administrators have at least Editable access to all custom fields. The Required fields are required for administrators.

  10. Click Save.