Purchase Request Form Configuration

The form configuration menu allows you to customize the details of your work orders, purchase requests/orders, and receipts that show up when you print forms for them. 

This article elaborates on these form configuration settings for your purchase requests. For more help with the others, see:

• Work Order Form Configuration
• Purchase Order Form Configuration
• Purchase Order Receipt Form Configuration

For help printing your purchase request, see Printing Purchase Requests.

Purchase Request Form Configuration Settings

To access the purchase request form configuration settings:

1. From the left menu, select Configuration.
2. From the left menu again, select Company and then Form Configuration.
3. Make sure Purchase Request is selected at the top menu. Below is what your purchase request configuration settings should look like:

This article will now describe what each section will look like on your completed printed purchase request form. The general purchase request form with every section on it should look like this:

Header

The header will include your current client / site logo as well as the basic details of your purchase request (who created it, date of creation, and ID). This information will appear by default, though for help with adding your picture, see Setting up Site Details. 

Vendor & Purchase Request Header

This section includes the addresses of your vendor, where you would like parts to be shipped, and where to bill the charge to. It also includes the reason for purchase, which is entered when creating the request. This section is included by default, though for help with the vendor, ship to, and bill to addresses, see Editing a Vendor or Add or Edit an Account. The purchase request details can be modified by Editing Purchase Requests.

Purchase Request UIC

Note: UIC is only available to our Enterprise Customers.

This section comes from the User Defined Fields you created in your UIC for Purchase Requests. For more help, see UIC - Purchase Requests and make sure the checkboxes next to Display on Form for each UDF is selected. For example, the UDF created in this situation would be the date and the submitter. To have this section you must have the checkbox next to Display Purchase Request Header UIC selected under Form Configuration (see above).

Line Items - Lines 1, 2, and 3

This section includes information about your line items. For this purchase request, there are 3 line items (which you can tell because the number under the column "line" goes up to 3). For each line item there are 3 lines giving information, which are numbered for the first line item. 

Line 1 gives your basic line item information, which will be automatically added by default when you add line items to a purchase request.

Line 2 gives your line item charge to information, such as the account used. This can be modified by editing your purchase request line item or by editing your part. To have this section you must have the Display 2nd Line of Line Item checkbox selected under Form Configuration (see above).

Note: UIC is only available to our Enterprise Customers.

Finally, Line 3 comes from the User Defined Fields created in your UIC for Purchase Request Line Items. To ensure the UDF is displayed on this form, you will need to first create it in the "Add Purchase Request Line Item" UIC and then, depending on whether the part is in inventory or not, add it once more in the "Purchase Request Update Line Item" UIC, either the "Part in Inventory" one or the "Part Not in Inventory" one. Ensure the checkbox next to "Display on Form" is selected. If it is still not displayed on your form because you added the UDF into your UIC after adding your line item, go back and edit your line item to add the UDF's information. For more help, see UIC - Purchase Request Line Items. To have this section you must have the Display Purchase Request Line Item UIC checkbox selected under Form Configuration (see above).

Comments

This section will come from adding notes to your purchase request. To have this section, you must have the Comments checkbox selected under Form Configuration (see above).