Reports and forms

Purchase Order - Service

Forms you can customize

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

The basic fields in the standard form layout provide all of the data normally required to produce basic service purchase orders. You can also use supplemental fields to supplement or replace basic data on any service 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 are also available to customize this form.
[*Inv/PO #*]	The number of the transaction with an asterisk before and after it	Supplemental field
[Amount]	The amount of each line item entered on the transaction	Basic column (Amount)
[Amount + tax]	The amount of the line item plus the amount of tax for the line item	Supplemental column
[Applied]	The total of the payments that have been applied to this purchase	Basic column (Amount)
[Balance]	Amount of purchase including tax and freight charges 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 column (Description)
[Due Date]	The date the payment is due, based on the terms of the purchase	Supplemental field
[Freight]	The freight amount entered on the transaction	Basic field (Freight)
[Freight + tax]	Includes the freight amount plus the tax on the freight	Supplemental field
[Freight]	The freight amount entered on the transaction	Basic field (Freight)
[Freight + tax]	Includes the freight amount plus the Tax on the freight	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 and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed 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)
[Shipping Address]	The shipping address entered on the transaction	Basic field (Ship To)
[Ship Date]	The date entered in the Promised Date field on the transaction	Basic field (Shipping Date)
[Ship Via]	The shipping method entered on the transaction	Basic field (Ship Via)
[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 transaction is taxed.	Basic field (NO TITLE)
[Taxed]	An X is printed if the Tx column was marked for a line item on the transaction.	Basic column (TX)
[Terms]	The terms that appear on the top of the transaction, next to the Terms zoom arrow	Basic field (Terms)
[Total]	The total of the line items plus tax and freight charges. Doesn't reflect any payments that may have been applied.	Basic field (Total Amount)
[Vend Inv #]	The entry in the Vendor Inv # field on the transaction	Basic field (Your Invoice #)

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