Purchase Request - Additional Fields
Additional fields are used to capture extra information related to purchase requests. Based on your requirements, the default purchase request template can be customized to include different types of additional fields.
To configure additional fields, go to Admin > Purchase > Purchase Request-Additional Fields.
You can add three types of fields under the relevant tabs - Text, Numeric, and Date/Time.
Provide details such as Label Name, Description etc. Add customization if necessary.
Field Type | Description | Customizations Available |
Single-line | A simple, short phrase. | Set default value |
Multi-line | To describe an issue or to add comments. | Set default value |
Pick list | A list of items, such as available devices or hardware. | Add items and set default value |
Numeric | For numbers. | - |
Date/Time | To specify time and date in a defined format such as May 1, 2019. | - |
Click Save.
To delete the additional fields, clear the label names from the purchase additional fields configuration page and click Save.
The additional fields are displayed after the built-in fields in the New Purchase Request form.
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