Reports and forms

Purchase Order - Professional

Forms you can customize

Customize data on Professional Purchase Orders:
Customize Professional Purchases window > Add New Data Field/Column button > Select from List [multiple selection] window

The basic fields in the standard form layout provide all the data usually required to produce professional purchase orders. You can also use supplemental fields to supplement or replace basic data on any professional purchase order.

Data field name	Data that will print in this field	Basic/Supplemental (Basic field title)
NOTE:  Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used to customize this form.
[*Inv/PO #*]	The number of the transaction with an asterisk before and after it	Supplemental field
[Amount + tax]	Includes the amount of the line item plus the amount of the tax for the line item	Supplemental field
[Amount]	The amount of each line item entered on the transaction	Basic column (AMOUNT)
[Applied]	The total of the payments that have been applied to the purchase	Basic field (Amount)
[Balance]	Amount of the purchase including tax minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.	Basic field (Balance Due)
[Category]	The financial tracking category assigned to this purchase	Supplemental field
[Comment]	The comment entered on the transaction	Basic field (COMMENT)
[Company Address]	The company address entered in the Company Information window	Basic field (NO TITLE)
[Company Name]	The company name entered in the Company Information window	Basic field (NO TITLE)
[Date]	The date entered on the transaction	Basic field (Date)
[Description]	The description of each line item entered on the transaction	Basic field (DESCRIPTION)
[Due Date]	The date the payment is due, based on the terms of the purchase	Supplemental field
[Job Description]	The description of the job whose job number is entered for a line item	Supplemental column
[Job Name]	The name of the job whose job number is entered for a line item	Supplemental column
[Job Number]	The job number entered for a line item	Supplemental column
[Mailing Address]	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view	Basic field (NO TITLE)
[Memo]	The memo entered in the Journal Memo field of the transaction	Supplemental field
[Original Amount in English]	The amount of the purchase including tax (but not including any payments that may have been applied). Amounts up to and including 99,999.99 will print in words; larger amounts will print in numeric form.	Supplemental field
[Page #]	The pages of the purchase are counted; this field displays the number of the page.	Basic field (Page)
[Purchase #]	The purchase number entered on the transaction	Basic field (Purchase #)
[Purchase Status]	The status of the purchase at the time it is printed -- Bill, Order or Quote	Basic field (NO TITLE)
[Reference Date]	The date of service for each line item entered on the transaction	Basic field (DATE)
[Ship Date]	The date entered in the Promised Date field on the transaction	Supplemental field
[Subtotal]	The total of the line item amounts on the purchase (no tax included)	Supplemental field
[Subtotal + tax]	Includes the subtotal amount plus the tax on the subtotal	Supplemental field
[Tax]	The amount of tax charged for line items on the purchase	Basic field (Sales Tax)
[Tax Code - Freight]	An X is printed if the freight entered on the purchase is taxed	Basic field (NO TITLE)
[Taxed]	An X is printed if the Tx column was marked for a line item on the transaction.	Supplemental column
[Terms]	The terms that appear on the top of the transaction, next to the Terms zoom arrow	Basic field (Terms)
[Total]	The total amount of the line items plus tax. (Doesn't reflect any payments that may have been applied.)	Basic field (Total Amount)

Note:  Certain fields may not be available on some versions of the form layout