Order Templates

Under Administration → Templates → Orders you have the possibility to add additional fields on header and item level.

Basic data tab

Title: in the Title field, you must enter a title for the additional fields. This field is mandatory and must be entered.
Description: in the Description field you can enter a description for the additional fields.
Default: if you activate this checkbox, the additional fields will be displayed as default for all orders in the tab Basic data. If you do not activate this checkbox, the additional fields in a purchase order can be selected from the templates.

Field property vendor: with field property vendor you can define the properties for the additional field from the dropdown field. The following properties are available for selection:
Optional field: with the optional field property, the selection or entry in this additional field is optional.
Mandatory field: with the mandatory field property, this additional field is a mandatory field.
Write-protected field: with the write-protected property, only the orderer can enter something in the additional field.
Invisible field (not public): with the property invisible field the additional field is only visible for the orderer.
Field property Customer: By activating the checkbox “Mandatory field” you can define the field as a mandatory entry for the user.

Text: with the field type Text you can create an additional field as a text field.
Number: with the field type Number you can create an additional field as a number field.
Date: with the field type Date you can create an additional field as a date field.
- Selection as dropdown menu: with the field type Dropdown menu you can create an additional field as a selection field with predefined values. In a drop-down menu, only one value can be selected at a time.
- Selection as checkbox: with the field type Checkbox you can create an additional field as a checkbox with predefined values. In the case of a checkbox, there is the possibility of multiple selection.
- Field group: with the field type Field group you can create a field group with several fields.
- Blank line: with the field type Blank line you can define blank lines between the additional fields.
  - Unit text: in the Unit text field you can specify a unit (e.g. unit of quantity, currency or time) for the response field. The unit is displayed behind the answer field
  - Number of text lines: in the field Number of text lines you can define the number of text lines for the selected field type
  - Length of text lines: in the field Length of text lines you can define the number of characters within a text line for the selected field type.

Under Configuration → Operative Purchasing → Additional Fields (Header Level) you have the possibility to create additional fields.

Additional fields for orders on header level are freely definable form fields, which you can add to the tab Basic data in the orders.

You can create a new additional field by clicking the New button.

Rank: the rank is a mandatory field and must be entered. If there are several additional fields, you can use the rank to specify the sequence in which the additional fields are displayed.
Title: the title of the additional field. This is displayed in the additional field in the order.
Heading: Heading for the additional field. The heading is displayed above the additional field.