Purchase Order Additional Fields

You can configure purchase additional fields that need to appear in the new purchase order form.

1. Log in to ServiceDesk Plus - MSP application using your user name and password.

2. Click the Admin tab in the header pane.

3. In the Purchase/Contracts management block, click the Purchase - Additional Fields icon . This opens the Purchase - Additional Fields page. You can add four types of fields in the form: text, numeric, date/time and cost.

4. To add the text fields, enter the label name in the form fields below the Label heading. If required, enter the description for the field.

5. You can choose the type of text field that you wish to add by selecting the radio buttons.

• Single-line text field: Allows you to add just a text field in the new purchase order form.

• Multi-line text field: Allows you to add a text box where a lengthy description can be added in the new purchase order form.

• Pick List: Allows you to add a combo box in the new purchase order form. Contents of the combo box can be added by specifying it in the text field and adding it to the list. This gives you an option to select from the list . In all the three cases, you can add default values for the text field in the space provided for the field.

To add items for the pick list, enter the value in the text filed and click Add Item. To select the default selected value of the list, click on the value in the list.

6. To add numeric fields, click the Numeric tab and then enter the label name in the form fields provided for the same.

7. To add date/time fields, click the Date/Time tab and enter the required details.

8. To add the cost field, click the Cost tab. You have two cost type fields, Add cost (for cost addition) and Subtract cost (for cost subtraction).Click the corresponding radio button to select the cost fields.

9. Click Save. A message for successful creation of the fields is displayed.

These fields (except for cost) appear under the General Information in the New Purchase Order form. To delete the user-defined fields, in step 4 through 7, instead of adding the label names, delete the label names that you wish to remove from the fields of the form and click Save. The respective fields that you deleted will be removed from the New Problem form.