Adding Customer PO field to Statement
I'm hoping someone can help me with customising my customer statement. I want to add Customer PO as a field on my statements, but there isn't an option for this field when I go into customising....
Hi RB28
The Customer PO No. would be relating to the invoices listed in the table so you would need to add that value via a column to the table. This is opposed to a field that will not change based on the individual line data i.e. the company name.
To add a column to a table on a statement customise form you would do the following steps:
- Navigate to Setup>>Customise Forms>>Statements
- Select the desired layout and form before selecting Customise
- Within the Customise Form window, right click on the Statement table
- Select Show/Hide Columns
- Choose the required column you wish to add and then Show >
- Select Ok
That column will now be listed in the table and can be moved or resized. Check out Help Article: Add tables to forms for more information on those processes.
