How to include your account number for the supplier on the PO form in your free PO software system

Chaim works in the security solutions industry in New Jersey and was asking how to include an account number for the supplier on the PO form…

When I place an order, our suppliers would like to know our account number. In the Supplier information there are fields to enter Phone, Fax, but not our Account Number.  The Account Number should appear on the PO.

Great question, Chaim!

Most people use the Comment 1 field or the Delivery Note field for that, both of which can be renamed to “Account Number” or similar.

You can enter the supplier’s account number into either of those fields in the [Miscellaneous] folder of the Supplier Master File, and it will carry forward to the PO Header for each new PO for that supplier and will be available to print on the PO form…

supplier account number on Purchase Order

TIP: Make sure that the field that you use appears on your PO form layout.  Delivery Note appears on form layouts 1, 2, and 5, where Comment 1 only appears on form layout 3.  Of course, if you upgrade to the paid/commercial version of SpendMap, we can customize your PO form with any fields you like.

You can preview and/or select your PO form layout, using the [Change PO Layout Option] button, in here…
– PURCHASING > Setup system> Purchase order settings > PO printing settings > Settings

Renaming the Fields

You can rename the field titles from “Comment 1” or “Delivery Note” to “Account Number”, which will update the field title in the Supplier Master File, as well as on the PO Header screen and the PO form itself.

Just go in here…
– PURCHASING > Setup system> Purchase order settings > PO printing settings > Text-Based Field Positions and Field Settings > Standard

…and change the Title of field #19 (Delivery Note) or #21 (Comment 1) , then exit and re-run SpendMap.

 

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