User Defined Fields (UDFs) allow you to create custom fields for storing additional information related to Purchase Orders, along with other modules such as Jobs, Assets, Agreements, Products, Contacts, and Ssles Orders. These fields are highly configurable and can be tailored to meet your organisation’s specific requirements.

Access Control
Only users with access to the Administration section of SAM can create or manage UDFs. Before planning or implementing UDFs, ensure that the appropriate permissions are granted.

Configuration and Display
UDFs for Purchase Orders are displayed under the User Defined Fields window within the Purchase Order module. This dedicated UDF window allows you to capture and manage additional Purchase Orders-specific information, ensuring all relevant details are readily accessible.

Steps to Add a New Purchase Order User Defined Field

To create a new UDF for Purchase Orders, follow these steps in the Administration module:

1. Select a Module: Choose the Purchase Orders module from the dropdown list.
2. Click the Add Button: Found below the list of existing custom fields.
3. Choose a Field Type: Specify the type of field you wish to create (e.g., text, number, date).
4. Insert a Field Name: Provide a descriptive name for the field.
5. Insert a Default Value: Enter a default value, if applicable.

By leveraging UDFs, you can capture and manage the specific Purchase Orders-related data your organisation requires, ensuring flexibility and enhanced data management within the Purchase Orders module.