Editing purchase order template properties
SECURITY Security level with Admin permission to configure Products, Services, & Inventory. Refer to Admin security settings.
NAVIGATION > Admin > Features & Settings > Products, Services, & Inventory > Purchase Order Templates > New
NAVIGATION > Admin > Features & Settings > Products, Services, & Inventory > Purchase Order Templates > context menu > Edit Template Properties
To configure the basic settings for a purchase order template and its PDF output, complete the following steps:
- To open the page, use the path(s) in the Security and navigation section above..
- To create a new template from scratch, click New. To copy a template, hover over its context menu and select Copy. The copy is automatically added to the table with Copy (#) preceding the name of the copied template. This will open the New Purchase Order Template page, allowing you to modify the template properties.
- To open the Purchase Order Template Properties page on an existing template, click Edit Template Properties from the context menu or from the menu bar of the Design Purchase Order Template page. Refer to Designing a purchase order template.
- Complete or edit the following fields:
Field | Description |
---|---|
General Information | |
Name | Enter a unique name for the purchase order template. |
Description | Enter a description for the new template. This will appear on the Purchase Order Templates page and will help others understand the purpose of the template. |
Active | This check box will be automatically selected so that the new template is active. Clear the box to inactivate the template. The default purchase order template cannot be inactivated. To inactivate it, first set another purchase order template as the default. |
Data Formatting | |
Date | Select a date format to be applied to the purchase order template. NOTE The default format is the setting specified for your local organization's default internal location in Autotask. |
Number | Select a number format to be applied to the purchase order template. NOTE The default format is the setting specified for your local organization's default internal location in Autotask. |
Tax/Total Display Text | |
Sale Amount Freight Total Tax Order Total |
Customize the text that displays next to the tax and cost totals at the bottom of the purchase order. |
Additional Settings | |
Page Size/Layout | Select the option that matches your printed purchase order dimensions. |
Display Page Numbers | Specify whether the purchase order should display page numbers and, if so, where on the page they should appear. |
Currency Positive Format |
Specify the placement of the currency symbol for positive numbers. For format options, refer to Positive Format. |
Currency Negative Format |
Specify the placement of the currency symbol and formatting for negative numbers. For format options, refer to Negative Format. |
PDF Name Format | |
File Name Format
|
This setting determines the naming convention for purchase orders using this template that are output to a PDF file. The default format is PO_[Purchase order: Vendor Name]_[Purchase Order: Purchase Order Number]. You may customize the file naming convention of the purchase order's PDF output to include up to 30 characters of static text and 5 variables. To add a variable, do the following:
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- Click Save to save the Purchase Order Template Properties and open the Design Purchase Order Template page. Refer to Designing a purchase order template.