Form Templates

I am modifying a Purchase order template and have added a data and text box to add "Ordered by:"  If I print the order, it adds this to the form, but on the window itself, it does not show up on the screen for me to enter anything.  Can anyone tell me what I am doing wrong?

  • Since it looks like you are using Sage 50 CA, I am going to move your question to that Support Group so that other users of this software will see it and can offer their thoughts and insight.

    Thanks,
    Derek
  • Using Sage 50 Canadian, If you are referring to the 'Additional Information' data field set up under Setup | Settings | Company | Names:

    It can be entered in the Purchase screen under Expense | Additional Information.

    (the terminology may depend on accounting / non-accounting terminology, but it's the 4th menu item from the left regardless)

    There are similarly named 'Additional Info' item 'popup list' under most of the Lists in Sage 50, but they are 1 data item per each static record for vendor / inventory item, etc, not per Purchase Order / line item, etc. (so those won't work for what you need).

    It's not possible for end users to actually add a new field into Sage 50 Canadian, but there are additional text and memo fields in the software.

  • lhines0625:
    Unfortunately, it does not appear that you are doing anything wrong that can be corrected. In Sage 50 CDN you can change the print output of a form but this does not change the input form on the screen.
    As RandyW points out there is no place where, within Sage 50 CDN input, a name of "Ordered by".
    I have seen some situations where an inventory service was set up which had no dollar values attached to it but was included as the first or last line of the invoice. The inventory service would print in the description "Ordered by - " and then a name would be manually added in the description. This will get the information on the invoice.
    If the invoice included many items with a different person ordering some of the items the additional Service item could be included more than once.
    This is a possible work-around for you
  • Another alternative to Clyde's suggestion of adding a line item to the invoice, is if each user is responsible for entering their own PO's, then they can have a specifically modified printing template for themselves with their own names hard coded on it.

    So instead of Ordered by: and then entering something on screen, it just prints as "Ordered by: lhines". But Bob's template would say "Ordered by: Bob".