Scenario

Show Vendor Name on the line item fields when printing Purchase Orders.

Standard PDF Layout

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 Line 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.

Note: As mentioned above, the Item Display name will be the Vendor Code on the PDF Printout if you add the Vendor Code in the Vendor record.

Advanced PDF Layout