Customising purchase order forms

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Experienced Cover User
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Customising purchase order forms

We have a standard PO form that we use.


Based on this template, we then have individual ones (per user) that has there name, so we know who placed the order.


When I set up the default to use on my PC ie PO(RB) this works fine. Next user sets up theirs to be PO(xx). Next time i go to send a PO it reverts to the last one setup PO(xx).


Is there a way of each user, based on their login, having a default PO




Richard Barnes
Commercial Security Solutions
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MYOB Moderator
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Accepted Solution Solved

Re: Customising purchase order forms

Hi @richard_css


Currently, a form that is selected in an Advanced Filters window will be used by all users of that company file. There is no direct way to have a form set for each different user, without a user changing the form each time.


If it's just a matter of showing who created a purchase on the printed copy, you could utilise one of the fields on the Enter Purchase window i.e Comment or Ship Via fields and get the users to select/enter their name. You would then have the field added to the customise form to showcase that information. Although the only disadvantage of that is the user would need to enter that each time and remember to do so.

Kind regards,

MYOB Community Support

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