Menu

Define special instructions for purchase orders

  • Updated
Define special instructions for purchase orders

You can define an unlimited number of special instructions for purchase orders. During sales order entry, select which set of instructions to display. Your selection will be appended to any existing special instructions already shown on the Purchase Order Header page.

  1. Go to File > Company > Purchase Order Special Instructions.

  2. Click New.
  3. In the Code box, type a three character reference code for these instructions.
  4. In the Description box, type how or when these special instructions should be applied.
  5. In the Special Instructions box, type the text that you want to appear on purchase orders that you choose.

  6. Click Save.
  1. Go to Purchasing > Purchase Order.
  2. Enter your order using your preferred method, such as that described in Create a manual purchase order.
  3. Click the Header tab.
  4. Go to the Special Instructions section, and type any custom instructions you want.
  5. Click and choose the code for the Special Instructions you want to append to those already typed. If there is only one Special Instruction, then that will populate by default.

  6. Complete your sales order.
  1. Go to File > Company > Purchase Order Special Instructions.
  2. Click Report.

  3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
  4. On the Print Document pop-up, click View.