Friday, November 23, 2018

Add a Signature field in the PDF Layout when printing Purchase Orders

Add a Signature field in the PDF Layout when printing Purchase Orders


Option 1:


1. Navigate to:

         Transactions> Purchases/Vendors > Enter Purchase Orders > Lists


2. Edit any Purchase Order Form:

 Customize> Customize Form > ScreenFields tab > Main > New Field


3. Set the Label= Approver Signature; Type = Free Form Text


4. Save


5. Navigate to:

 Customization > FormsTransaction Forms PDF Layout > customize preferred PDF Layout


6. Add Custom Element


7. Approver Signaturefrom the list


8. Under Element Text, type:

____________________________
Approved By/ Date

9. Resize and position the element as necessary


10. Save


Option 2

1. Navigate to:

 Customization > Forms > TransactionForms > Edit the Purchase Order Form


2. Use the Disclaimer text field and enter the Signaturetext.

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