Pierce started using the Free Version of SpendMap to create and manage Purchase Orders for his manufacturing company and was looking for an easy way to track orders to his jobs…

"Just getting started adding items and getting my PO forms looking good...All I want is a free form field where I can put in a unique job name for each PO. Can you please help?"

After discussing the dedicated account code fields in SpendMap, we determined that a simple, free-form comment field on the PO header was sufficient, mainly because 1) he didn’t need a Master File to select his Job numbers from, and 2) he only ever has one Job per PO (as opposed to a field at the line item level, to specify a different Job for each item).

Here’s now we used the Comment 1 field on the PO Header screen to meet his needs…

1) Change the title of field #21, in here…

– System Setup (“wrench” icon, at top-right of main menu) > Purchase order settings > PO printing settings > Text-Based Field Positions and Field Settings > Standard

When entering POs in the system, the field is displayed at the top-right of the PO Header screen, just under the Terms of Payment field.

2) if you want the field to print on your PO form, switch to PO Layout #3, using the [Change PO Layout Option] button, in here…

– System Setup (“wrench” icon, at top-right of main menu) > Purchase order settings > PO printing settings > Settings

On Layout #3, the field prints on the right side of the block of fields in between the ship-to address and the line items.

While the reporting on Comment 1 isn’t as detailed as some of the account code fields in SpendMap, you can still sort and filter many reports by this field, and you can search for POs by this field using the “Select a field to search by” droplist, at the top-left of the Purchase Orders section in the Main Menu…