Display the Item Name/Number and Vendor Code Fields on Transaction Forms

 

When printing purchase orders, the value of the Item column changes depending on the following:

• If an item does not have a Display Name/Code AND Vendor Code, the Item Name/Number prints
• If an item has a Display Name/Code AND there is no Vendor Code assigned, the Display Name/Code prints
• If an item has a Vendor Code, the Vendor Code prints. Vendor Code supersedes Display Name/Code.

To print these two fields on the form, a custom column field that sources the standard Item Name/Number field can be created. To create the field, perform the following steps:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Column Fields > New.

2. Provide a Label (e.g Item Name).

3. Set Type to Free-Form Text.

4. Uncheck Store Value.

5. Under Applies To tab, check Purchase Item.

6. In the Sourcing & Filtering tab, set the following:

•         Source List: Item

•         Source From: Name

7. Click Save.

8. Navigate to Customization > Forms > Transaction Forms.

9. Edit the preferred Purchase Order form.

10. Click the Printing Fields tab > Columns subtab.

11. Locate the field created from Step 2 than mark the Print/Email checkbox.

12. Click Save.