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DaniB
Level 2

Creating unique data fields in PO form

I don't think it's possible, but I'm hoping I'm just missing something. I want to create a custom data field on a purchase order that gets entered on the PO screen and prints on the form, but I don't want that field to save to the vendor info. For example, I am trying to create a custom Change Order form through the PO screen so that information like vendor name and address can get imported. I can enter the date, CO #, and all the details in the table for description and cost. But I also want to add fields like the original contract amount and the revised total with the change order. If I add a custom field through the Vendor Center and then add it on the form, it's going to update every time I create a new CO, which is different for each project, so that's not the way to get my info. I'm willing to enter the data on the form each time, but if I add a text field to the form, it doesn't show up as a field to type in when I'm entering the CO data - if that all makes sense. I need a field that's unique to the PO form like the date and PO #, but I don't see where I can add one. I've added a sample of my form and highlighted the fields that I want to enter on the form. I could do this after the fact through my PDF editing software, but I'd prefer not to. 

1 Comment 1
DaniB
Level 2

Creating unique data fields in PO form

I think I may have solved my own problem. :p I forgot there is the option to NOT save the data to the vendor info permanently. 

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