UIC - Purchase Orders

User interface configuration allows you to edit the exact form fields you would like to add, edit, and display when creating and viewing your assets, work orders, parts, and more. 

NOTE: Please note that this feature is only available for enterprise customers. 

This article will describe the features under user interface configuration for your purchase orders. For help with these features for other modules, such as work requests/orders, parts, vendors, purchase requests, and more, please see the User Interface Configuration Support Folder.

The UIC for purchase orders allows you to modify the form fields that appear when you add, edit, or simply view your purchase orders.

To access the UIC module, 

1. From the left sidebar, select Configuration.
2. From the left sidebar again, select User Interface Configuration.
3. A screenshot of what your screen should look like is shown below. Use the dropdown menu at the top to switch between the types of form fields you would like to edit.

Add Purchase Order

The adding purchase order feature allows you to edit the form fields displayed for when you add a purchase order. For example, these:

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To do so from the UIC page, use the dropdown menu at the top to select Add Purchase Order.

From the UIC page, the Available column is for the form fields you have not added yet, while the Selected column shows those fields that are currently displayed when you add a purchase order. To display a field that is currently not shown, simply use the nine dots to drag the field you want into the selected column and select Save:

To remove a field that is currently shown, you may use the same process to drag the field back under the available column.

You may edit some of these fields. For UIC fields that are not customizable, you may simply reorder the fields into an order you like. To do so, again, use the nine dots and drag them and select Save:

You may also make any field you want required. To do so, click the settings icon to the left of the field and check the box next to required. Select Save. 

NOTE: Fields that are already grey are required by the SOMAX software and you cannot change them. All fields that are required, whether by you or SOMAX, will have the word required in red, as shown above. 

NOTE: For User Defined Fields there will be a checkbox allowing you to print these fields on forms. To make any other general UIC fields show up on prints, see Printing UIC Fields on Forms.

You may also add sections. These sections are not form fields but rather headers, or categories, to organize your form fields. To create a section, select the + icon -> Section. Title your section and select Save. Then use the same process above to drag and order your section. Any fields under this section in the UIC page will be under this section in the real add purchase orders page, so make sure you do sections at the end. You may add more than one section:

Finally, SOMAX allows you to create your own fields, which are known as "user defined fields." To add these fields, select the + icon -> User Defined Field. There are multiple types of fields, and a chart below will help you pick which type is best for your needs. You may use up to four of each type. To then add these, select the checkbox next to ones you would like, then Add Field, and then use the same process to drag and order these fields. To edit them, select Save to reload the page and then the settings icon. Here, you can rename them, add if they're required, add if you would like them to appear on printed forms, and add a dropdown list (for select UDFs only):

Update Purchase Order

The editing assets feature allows you to modify the form fields displayed for when you edit a purchase order. For example, these:

To do so from the UIC page, use the dropdown menu at the top to select Update Purchase Order.

The process for adding, reordering, and editing your fields is the same one used for the "adding purchase order" feature above. However, the changes you make under add purchase order will not be automatically carried over into the update purchase order feature, so you are starting from the pre-existing or default settings. If you would like to make the two identical, you will have to copy the same process.

Additionally, the User Defined Fields must be made in the Add Purchase Order section in order for them to also be displayed in the edit and view purchase order sections. Once made, they will automatically appear under the "Available" column for you to drag into the "Selected" column. 

Finally, if pre-existing form fields are not required and you now make them required, whenever you go back to edit these purchase orders, they will be required.

View Purchase Order Widget

The view purchase order widget feature allows you to modify the form fields displayed when you are viewing your purchase order details. For example, these:

To do so from the UIC page, use the dropdown menu at the top to select View Purchase Order Widget. 

The process for adding, reordering, and editing your fields is the same one used for the "adding purchase order" feature above. However, the changes you make under adding purchase orders will not be automatically carried over into the viewing purchase orders feature, so you are starting from the pre-existing or default settings. If you would like to make the two identical, you will have to copy the same process.

Additionally, the User Defined Fields must be made in the Add Purchase Order section in order for them to also be displayed in the edit and view purchase orders sections. Once made, they will automatically appear under the "Available" column for you to drag into the "Selected" column.