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RB28's avatar
RB28
Experienced User
3 years ago
Solved

Adding Customer PO field to Statement

I'm hoping someone can help me with customising my customer statement.    I want to add Customer PO as a field on my statements, but there isn't an option for this field when I go into customising....
  • GDay53's avatar
    GDay53
    5 years ago

    H-TS 

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    To make a Library copy of your online file, first you need to back-up the file.

    Then you Restore the file.

    When you restore the file you can rename the file to whatever you want.

    During the process there is a tick box to restore "In a library on your computer" make sure this is ticked.

    And choose the location.

     

     

Steven_M's avatar
Steven_M
Former Staff
3 years ago
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Hi RB28 

 

The Customer PO No. would be relating to the invoices listed in the table so you would need to add that value via a column to the table. This is opposed to a field that will not change based on the individual line data i.e. the company name.

 

To add a column to a table on a statement customise form you would do the following steps:

  1. Navigate to Setup>>Customise Forms>>Statements
  2. Select the desired layout and form before selecting Customise
  3. Within the Customise Form window, right click on the Statement table
  4. Select Show/Hide Columns
  5. Choose the required column you wish to add and then Show >
  6. Select Ok

That column will now be listed in the table and can be moved or resized. Check out Help Article: Add tables to forms for more information on those processes.

RB28's avatar
RB28
Experienced User
3 years ago
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Thank you Steven. Great explaination. 

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Statement","id":"message:786235","revisionNum":1,"repliesCount":2,"author":{"__ref":"User:user:277890"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:786235"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:786235"},"body@stripHtml({\"truncateLength\":200})":" I'm hoping someone can help me with customising my customer statement.    I want to add Customer PO as a field on my statements, but there isn't an option for this field when I go into customising....","body@stringLength":"391","rawBody":"

I'm hoping someone can help me with customising my customer statement. 

 

I want to add Customer PO as a field on my statements, but there isn't an option for this field when I go into customising. I have this field on an old statement so it must have been able to be done previously in an older version.

 

Any help would be greatly appreciated.

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Thank you Steven. Great explaination. 

","body@stringLength":"50","rawBody":"

Thank you Steven. Great explaination. 

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Hi RB28 

\n

 

\n

The Customer PO No. would be relating to the invoices listed in the table so you would need to add that value via a column to the table. This is opposed to a field that will not change based on the individual line data i.e. the company name.

\n

 

\n

To add a column to a table on a statement customise form you would do the following steps:

\n
    \n
  1. Navigate to Setup>>Customise Forms>>Statements
    2. \n
  2. Select the desired layout and form before selecting Customise
    3. \n
  3. Within the Customise Form window, right click on the Statement table
    4. \n
  4. Select Show/Hide Columns
    5. \n
  5. Choose the required column you wish to add and then Show >
    6. \n
  6. Select Ok
    7. \n
\n

That column will now be listed in the table and can be moved or resized. Check out Help Article: Add tables to forms for more information on those processes.

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Hi  

\n

 

\n

The Customer PO No. would be relating to the invoices listed in the table so you would need to add that value via a column to the table. This is opposed to a field that will not change based on the individual line data i.e. the company name.

\n

 

\n

To add a column to a table on a statement customise form you would do the following steps:

\n
    \n
  1. Navigate to Setup>>Customise Forms>>Statements
    2. \n
  2. Select the desired layout and form before selecting Customise
    3. \n
  3. Within the Customise Form window, right click on the Statement table
    4. \n
  4. Select Show/Hide Columns
    5. \n
  5. Choose the required column you wish to add and then Show >
    6. \n
  6. Select Ok
    7. \n
\n

That column will now be listed in the table and can be moved or resized. Check out Help Article: Add tables to forms for more information on those processes.

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