Purchase Order Layout

You can tailor the Purchase orders to meet your company's needs. Since this report may be emailed or mailed to vendors outside of NetSuite OpenAir, the Purchase order layout should clearly communicate your purchasing requirements. You are able to select the prefix and starting PO number, Grid style, and Date format. These settings determine the numbering of the created POs and the basic style of the PO report.

To access and modify the Purchase order layout:

1. Go to Administration > Application Settings > Purchases > Purchase order layout.

2. You may choose to include project information such as the Project name or the Customer : Project, if desired, by selecting from the drop-down list.

3. Select the check box to Include description on PO and the check box to Include description on PO if desired.

4. Type information in the "From" email address for POs if you would like that added.

5. A Notes field is available to be displayed on the PO and may be positioned in the header or footer of the form. The notes displayed are a combination of notes entered directly on the PO and static text that may be entered into the Additional notes field in the PO layout. An example of static text may be: All inquiries should be directed to the Accounts Payable Department at xxx-xxx-xxxx.

6. Select the Columns to display for each purchase item on the PO from the Available Columns and move them to the Selected Columns.

7. Choose the Adobe Acrobat PDF settings you would like to use in your environment. We recommend that you test a printout of a sample PO when the PDF settings are in place to ensure the page layout and margins are set correctly.

8. Click Save.