Adding Customer PO field to Statement

[RB28]

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.

[Steven_M · Accepted solution]

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]

Thank you Steven. Great explaination.