MYOBCommunity
Partner Zone
|
|
Partner Zone

Customising purchase order forms

This thread is now closed to new comments.
Some of the links provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
Highlighted
Experienced Cover User richard_css
32 Posts
Experienced Cover User
Australia
richard_css
Experienced Cover User

32Posts

1Kudos

3Solutions

Solved: Go to Solution

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

 

 

Regards

Richard Barnes
Commercial Security Solutions
Screen Shot 11-06-18 at 10.32 AM.JPG
1 REPLY 1
MYOB Moderator Steven_M
29,269 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

29269Posts

3501Kudos

4303Solutions

Accepted Solution Solved Solution

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,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post