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Forms - Purchase Order

Paper Form Pull Fields - Purchase Order
Purchase Order pull fields are to be used with the 'Purchase Order' Form Type and will pull data onto paper form templates. Purchase Order pull field categories include:

  • Item
  • Miscellaneous
  • Office
  • Order
  • Vendor

 

Item
Number of Items to display determined by Form Rules
[Note: Default Form Rules: Max Items - 20; Item Offset - 15.00]

  • Item Brand Name: This will display the Brand Name of any item added to the selected Purchase Order. This data will pull from the 'Brand' Dropdown found in the selected item's Reference located in Inventory > Items.
  • Item Category: This will display the Category of any item added to the selected Purchase Order. This data will pull from the 'Category' Dropdown found in the selected item's Reference located in Inventory > Items.
  • Item Description: This will display the Description of any item added to the selected Purchase Order. This data will pull from the 'Description' field found in the selected item's Reference located in Inventory > Items.
  • Item Expected Date: This will reflect the date as entered in the 'Expected Date' field of any item found on the selected Purchase Order located in Inventory > Inventory Management.
  • Item Model: This will display the Model Number of any item added to the selected Purchase Order. This data will pull from the 'Model' field found in the selected item's Reference located in Inventory > Items.
  • Item Name: This will display the Name of any item added to the selected Purchase Order. This data will pull from the 'Item Name' field found in the selected item's Reference located in Inventory > Items.
  • Item Quantity Ordered: This will reflect the data as entered in the 'Ordered' field of any item record found on the selected Purchase Order located in Inventory > Inventory Management.
  • Item Quantity Received: This will reflect the data as entered in the 'Received' field of any item record found on the selected Purchase Order located in Inventory > Inventory Management.
  • Item Received Date: This will reflect the date as entered in the 'Received Date' field of any item record found on the selected Purchase Order located in Inventory > Inventory Management.
  • Item Total Cost: This will reflect the data as found under the 'Total Cost' column of any item record found on the selected Purchase Order located in Inventory > Inventory Management. This is calculated by multiplying the selected item's Unit Cost by the quantity ordered.
  • Item UPC Code: This will display the UPC Code of any item added to the selected Purchase Order. This data will pull from the 'UPC/EAN' field found in the selected item's Reference located in Inventory > Items.
  • Item Unit Price: This will reflect the data as found/entered in the 'Cost/Unit' field of any item record added to the Purchase Order located in Inventory > Inventory Management. This data will pull from the 'Cost' field located in the Vendor Table record found in the selected item's reference located in Inventory > Items.
    [Note: The displayed Unit Price is dependent upon the Purchase Order's selected Vendor.]

 

Miscellaneous

  • Created By ID: This will display the User ID of the logged in user responsible for having printed the Purchase Order. This data will pull from the 'User ID' field located in the respective user's Reference > User Information.
  • Created By Name: This will display the First and Last Name of the logged in user responsible for having printed the Purchase Order. This data will pull from the 'First' and 'Last' fields located in the respective user's Reference > User Information.
  • Created By Name, First: This will display the First Name of the logged in user responsible for having printed the Purchase Order. This data will pull from the 'First' field located in the respective user's Reference > User Information.
  • Created By Name, Last: This will display the Last Name of the logged in user responsible for having printed the Purchase Order. This data will pull from the 'Last' field located in the respective user's Reference > User Information.
  • Created By Name, Middle: This will display the Middle Name of the logged in user responsible for having printed the Purchase Order. This data will pull from the 'Middle' field located in the respective user's Reference > User Information.
  • Created By Name, Suffix: This will display the Suffix of the logged in user responsible for having printed the Purchase Order. This data will pull from the 'Suffix' field located in the respective user's Reference > User Information.
  • Created By Name, Title: This will display the Professional Title of the logged in user responsible for having printed the Purchase Order. This data will pull from the 'Professional Title' field located in the respective user's Reference > User Information.
  • Time Now: This will display the current time at the moment the Purchase Order is printed.
  • Today's Date: This will display the date of the day the Purchase Order is printed on.

 

Office

  • City: This will display the City of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'City' field located in the selected office's Reference.
    [Note: This field is inaccessible and can only be changed or updated by the Accounting Department.]
  • Extension: This will display the Phone Extension of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Extension' field located in the selected office's Reference.
  • Facility City: This will display the City of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'City' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility Code: This will display the Tax ID of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Facility Tax ID' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility Code 2: This will display the Secondary Facility ID of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Secondary Facility ID' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility Name: This will display the Name of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Facility Name' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility National Provider ID: This will display the NPI of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'National Provider ID (NPI)' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility Phone: This will display the Phone Number of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Phone' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility State: This will display the State of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'State' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility Street Address: This will display the Street Address of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Street Address' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility Suite: This will display the Suite Number of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Suite' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Facility Zip Code: This will display the Zip Code of the Office's facility for the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'National Provider ID (NPI)' field found in the Reference of the facility selected from the Facility table located in the selected office's Reference.
  • Fax: This will display the Fax Number of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Fax' field located in the selected office's Reference.
  • Group NPI Number: This will display the Group NPI of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Group National Provider ID Number' field located in the selected office's Reference.
  • ID: This will display the Office ID of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Office ID' field located in the selected office's Reference.
  • Is Person: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Office Name refers to an individual' checkbox located in the Reference for the Office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management.
    [Note: Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the checkbox is selected. If formatted for "False", an 'X' will display when the checkbox is deselected.]
  • Name: This will display the Name of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Office Name' field located in the selected office's Reference.
    [Note: This field is inaccessible and can only be changed or updated by the Accounting Department.]
  • Office Federal Number: This will display the Tax ID of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Federal Tax ID' field located in the selected office's Reference.
  • Office Letter Head: This will display the City, State, and Zip Code of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'City', 'State', and 'Zip Code' fields located in the selected office's Reference.
    [Note: These fields are inaccessible and can only be changed or updated by the Accounting Department.]
  • Phone: This will display the Phone Number of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Phone' field of the selected office's Reference.
  • State: This will display the State of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'State' field of the selected office's Reference.
    [Note: This field is inaccessible and can only be changed or updated by the Accounting Department.]
  • Street Address: This will display the Street Address of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Street Address' field located in the selected office's Reference.
    [Note: This field is inaccessible and can only be changed or updated by the Accounting Department.]
  • Suite: This will display the Suite Number of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Suite' field of the selected office's Reference.
    [Note: This field is inaccessible and can only be changed or updated by the Accounting Department.]
  • Type Of Bill: This will display the Type Of Bill data of the office selected form the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Type Of Bill' field located in the selected office's Reference.
  • Zip Code: This will display the Zip Code of the office selected from the 'Office' popup found in the selected Purchase Order's record located in Inventory > Inventory Management. This data will pull from the 'Zip Code' field located in the selected office's Reference.
    [Note: This field is inaccessible and can only be changed or updated by the Accounting Department.]

 

Order

  • Expected Date: This will reflect the date as entered in the 'Expected Date' field found in the selected Purchase Order located in Inventory > Inventory Management.
  • Order Date: This will reflect the date as entered in the 'Order Date' field found in the selected Purchase Order located in Inventory > Inventory Management.
  • Price Adjustment: This will reflect the data as entered/found in the 'Adjustment' field found in the selected Purchase Order located in Inventory > Inventory Management.
  • Received Date: This will reflect the date as entered in the 'Received Date' field found in the selected Purchase Order located in Inventory > Inventory Management.
  • Status: This will reflect the data as selected from the 'Status' popup found in the selected Purchase Order located in Inventory > Inventory Management.
  • Total Cost: This will reflect the data as entered/found in the 'Total Cost' field found in the selected Purchase Order located in Inventory > Inventory Management.

 

Vendor

  • Vendor City: This will display the City of the vendor for the selected Purchase Order. This data will pull from the 'City' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Email: This will display the Email Address of the vendor for the selected Purchase Order. This data will pull from the 'Email' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Fax: This will display the Fax Number of the vendor for the selected Purchase Order. This data will pull from the 'Fax' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Fax Extension: This will display the Fax Extension Number of the vendor for the selected Purchase Order. This data will pull from the 'Ext' field adjacent to the 'Fax' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Name: This will display the Name of the vendor for the selected Purchase Order. This data will pull from the 'Vendor Name' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Phone: This will display the Phone Number of the vendor for the selected Purchase Order. This data will pull from the 'Phone' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Phone Extension: This will display the Phone Extension Number of the vendor for the selected Purchase Order. This data will pull from the 'Ext' field adjacent to the 'Phone' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor State: This will display the State of the vendor for the selected Purchase Order. This data will pull from the 'State' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Street Address: This will display the Street Address of the vendor for the selected Purchase Order. This data will pull from the 'Vendor Name' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Suite: This will display the Suite Number of the vendor for the selected Purchase Order. This data will pull from the 'Suite/Apt' field found in the selected vendor's Reference Located in Inventory > Vendors.
  • Vendor Zip Code: This will display the Zip Code of the vendor for the selected Purchase Order. This data will pull from the 'Zip' field found in the selected vendor's Reference Located in Inventory > Vendors.
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