How do I add the GL activity and description to a PO? (2025.02)

Issue

I want to add the GL activity number and description to the printed purchase order. 

 

Explanation

In accounts payable, the GL activity number refers to a financial transactions that have been posted to accounts withing an organization's general ledger. These activities provide a detailed history of all the changes to the account balances over a specific period. 

 

Solution

You need to be running version 2025.02 or later. To add the GL activity to a printed PO, add the GL activity variable to the PO form definition. Adding the GL activity variable will insert the GL activity title and description. 

From the Print Purchase Orders report, click the Forms tab, and then use the Form menu to select Edit This Form. 

 

In the Forms editor, click Variables . A variable will be added to the editing window.

 

Click Settings . Start typing in GL Activity, and then select GL Activity Title. Click OK to add the variable to the form.

Finally, drag and drop the variable to position it on the PO form definition. 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

• Related Articles

• How do I add an activity code?

  Create a new record for an activity. Adding an activity code 1. Open Connect Timekeeping Organization Activity Codes. 2. Click New (CTRL+N). 3. Enter a Pay Code. This is the default pay code for the activity code. All of the transactions assigned to ...

• How do I add a GL activity to a pay code? (Employee portion)

  Link the employee portion of a pay code to a GL activity code to track and report the pay code amount. In version 2020.11 or earlier, linking a GL activity to a pay code meant adding by hand the GL activity code to a specific transaction. In version ...

• How do I add columns to show vendor information? (Reports)

  Set up a report to show additional vendor information that is not included on a master report. For example, when a vendor record was created and the user who created it, when a vendor record was modified and the user who made the changes, and so on. ...

• How do I add a GL activity to a distribution?

  Assign a GL activity to a distribution to include the distribution to the transactions being tracked by the GL activity code. Before you get started Add a GL activity to the General Ledger application. Adding a GL activity to a distribution 1. Open ...

• How do I assign a requisition to a GL activity?

  You can flag items on a requisition for a GL activity if you are using GL activities in the General Ledger. Before you get started You'll need a GL activity. See the help topic titled How do I set up a new activity? Adding a GL activity 1. Open ...