How do I customize a PO form layout?
You can create your own PO form layout or you can work with Caselle
customer support to create a custom PO form layout. The PO form layout
gives you the option of designing a form layout that includes your logo,
allows you to choose how many purchase orders to print on a single page,
and gives you the opportunity to determine where to print everything on
the form.
Contacting Caselle support for assistance
Submit a support ticket. We can help!
Designing a PO form layout
Use the Forms Designer to edit the PO form layout (Organization >
Forms). For instructions on using the Forms Designer, see the help topic
titled Forms.
Related Articles
How do I print requisitions? (Forms)
Use this report to print requisitions to plain paper or a pre-printed form. You can set up the report to select requisitions by requisition number, input date, created date, department, and so on. Sample purchase order Printing requisitions 1. Open ...
How do I edit requisitions?
You can use Setup New Requisitions in Edit mode or you can use Modify Existing Requisitions. Before you get started You will need the requisition input date and GL period. You can use Redisplay (CTRL+R) or Vendor Inquiry to look up the requisition ...
How do I record inventory? (Requisitions and POs)
After you send a purchase order to a vendor to fill, the vendor will fill the order and send the requested items to you. When you receive the shipment, use Receive Inventory to record the quantity received and change the status of the ordered item to ...
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 ...
How do I redisplay requisitions?
You can review the requisitions that you have created during a prior session. The transactions grid at the bottom of the Enter Requisitions view will show the requisitions that have been created during the current session, which may not be enough ...