Purchase Order PDF Rule

Modified on Tue, 15 Nov 2022 08:10 by Freddy Donovan — Categorized as: Message Control, Procurement, Purchase Orders, Rule Maintenance

Table of Contents [Hide/Show]

   General Information
   Rule Setup – Text Fields
   Rule Setup – Number Fields
   Rule Setup – Logic Fields

General Information¶

Default Menu Location Maintain >> System >> Rule Maintenance

Function This rule sets the paths for the PDFs that are able to be selected from the "PDF Button" on the purchase order screen, as well as some defaulting logic.

Rule Setup – Text Fields¶

File Name: The name of the PDF file, including the .pdf extention.

Full Path: The entire folder path to where the PDF is located.

Item Attribute or Term: This field has two purposes. 1. This can be an item attribute that will check the PDF box on the purchase order. The attributes will always start with a "DL_" prefix. Please note that a corresponding item attribute will need to be created in the Item Attributes rule. OR 2. This can be a term that links to Text 3 of the Terms rule that will pull in the PDF if that terms is selected.

Custno: The customer ID number that determines which PDF to pull in.

Rule Setup – Number Fields¶

No Number Fields In Use

Rule Setup – Logic Fields¶

PreCheck: This will automatically set the corresponding PDF to be checked by default on the purchase order.

{| align="left" background="" border="0" cellpadding="0" cellspacing="0" width="100%" |- | align="left" valign="top" width="50%" | Adjutant