To configure field sets for displaying information on Customer Purchase Orders
Configure field sets to display required fields in the PO Admin UI. For example, if a CPO needs to be validated against a quote, ensure that the quote and quote line item fields are present in the appropriate field set.
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Under Field Sets, click Edit next to the field set you want to configure. Refer to the following table for the list of configurable field sets and their purpose:
Field Set
Purpose
Notes
Manage Customer PO Basic Info
Add fields to this fields set to display field values in the "Order Basic" section of the New Purchase Order screen.
Fields are displayed in the order they are added to the field set.
Manage Customer PO Additional Info
Add fields to this field set to display field values in the "Order Customer" section of the New Purchase Order screen.
Fields are displayed in the order they are added to the field set.
Manage Customer PO List View
Add fields to this field set to determine which columns are displayed in the list of purchase orders on the Customer Purchase Order screen.
Customer Purchase Orders can be sorted or filtered by column.
