Customization plays a vital role in adapting business processes to specific requirements. When it comes to Purchase Requests, having the flexibility to add custom fields allows companies to capture additional information that is crucial for their operations. In this article, we will guide you through the process of adding custom fields to a Purchase Request form, enabling you to tailor it according to your company's unique needs.
Step 1: Accessing the Settings
To begin customizing your Purchase Request form, start by accessing the settings. In the top right corner of your screen, click on the account icon, and from the dropdown menu, select "Settings." This will take you to the settings page where various configuration options are available.
Step 2: Navigating to Custom Fields
Once you are on the settings page, locate the left side menu and find the "Custom Fields" tab. Click on it to access the custom fields configuration page.
Step 3: Locating Purchase Request Custom Fields
You will find a list of different forms on the custom fields configuration page. Select Request Custom Fields. This is where you can manage and modify the fields specific to purchase requests.
Step 4: Editing Purchase Request Custom Fields
To make changes to the Purchase Request custom fields, click on the "Edit" button next to the section. This will open a new page where you can add, remove, or modify the fields according to your requirements.
Step 5: Adding Fields
To add a custom field, simply locate the desired field icon on the right side of the page. Drag and drop the icon onto the form area. You can arrange the fields by dragging and dropping them into the desired sequence.
Note: Default Fields: Keep in mind that certain fields such as "Request Name," "Currency," "Request Type," "Purchase Officer" and "Requester" are default fields and cannot be removed. These fields are essential for request processing.
Step 6: Editing Field Settings:
Once you have added a field to the form, you can customize it further by clicking on the dropdown option. This will open a settings panel where you can define specific attributes for the field. You can set a field key, change the field name, provide a description if necessary, and specify default values. Additionally, you can set minimum and maximum values if required.
Step 7: PDF Inclusion and Required Fields
You also have the option to configure PDF inclusion and field requirements. By toggling the switches, you can choose whether the field should be included in the PDF for internal and external purposes. Furthermore, you can set a field as "Required," ensuring that it must be filled out before the request can be submitted.
Step 8: Removing Fields
If you wish to remove a specific field, locate the "Remove" button under that particular field on the settings page. Confirm the action and the field will be removed from the Request form.
Customizing the Purchase Request form by adding custom fields provides the flexibility to capture essential information specific to your company's needs. By following the step-by-step guide outlined in this article, you can easily access the settings, navigate to the custom fields section, and add, edit, or remove fields as required. Empower your purchasing process by tailoring your request form to gather the data necessary for effective decision-making and streamlined operations.