Purchase Order Additional Fields

You can configure purchase additional fields that need to appear in the new purchase order form.

1. Log in to ServiceDesk Plus On-Demand using your user name and password.

2. Click the Admin tab in the header pane.

3. In the Purchase/Contracts management block, click the Purchase - Additional Fields icon . This opens the Purchase - Additional Fields page. You can add Text fields, Numeric fields, Date/Time fields and Cost fields as additional fields.

   Add Additional Fields
   

   To add a new additional field,

   • Click on ‘Add New Field’ on the top right hand side.

   • Provide the Field Name, Field Type and Description.

   • If you wish to add any default values for these fields, you can enter the same in the text box provided.

   • Click Save to save the settings.

   Once the new additional field is configured, you are prompted with a message that the new field has been added successfully. While adding text fields, you can choose a single line text field, multiple line text box, and a drop down menu list. Select Single Line, Multi-line, or Pick List from the Field Type drop down accordingly.
   Similarly you have two cost type fields, Add cost (for cost addition) and Subtract cost (for cost subtraction). Select from the Field Type drop down accordingly. It is important to note that Cost fields appear only in the Purchase-Additional Fields page of the application.

   View Additional Fields
   

   To view the various additional fields configured,

   • Go to the Additional Fields page in the Purchase module

   • Select the required field type( Text,Numeric,Date/Time,Cost) from the ‘Showing fields by data type’ dropdown.

   • The list of additional fields of that field type will be displayed.

   Edit Additional Field
   

   To edit an additional field,

   • Go to the Additional Fields page in the Purchase module.

   • List the additional fields that you wish to edit.

   • Click on the icon before the additional field you want to edit.

   • Edit the required details.

   • Click Save to save the settings.

   Note: Please note that you would be able to convert a single line text field to a multi line text field and viceversa. For cost,date and numeric fields, you would only be able to edit the name of the field.

   Delete Additional Field
   

   To delete an additional field,

   • Go to the Additional Fields page in the Purchase module

   • List the additional fields that you wish to delete.

   • Click on the icon before the additional field you want to delete.

   • You will be prompted with a confirmation message. Click OK.

   • The additional field will be deleted successfully.

   Note: Please note that you would not be able to delete a Cost field if it is used by an existing PO.