In this guide, we will show you how to define/change Purchase Order Settings within the Finance Module.
Access: The minimum permissions required to define/change Purchase Order Settings are found in the Finance Module of Config>Setup>Roles & Permissions.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/Roles-and-permissions-PO-definition-1859x1024.png)
Pre-requisites: None
See also:
To begin, go to Module>Finance>Purchase Order Definition.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/Menu-PO-Definition-1033x1024.png)
The Purchase Order Definition consists of five sections:
Header Section
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/A.png)
Details Section
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/B.png)
Footer Section
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/Bo8tpbvO-C.png)
Footer Signatures for PDF Purchase Orders
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/D.png)
Email Settings
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/nwZHSzpA-E.png)
Continuing the guide, please move back up to the Details Section.
To include/exclude or edit a Detail Line, double click the line to edit.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/FDWQdhNU-image.png)
This will open the Purchase Order Details Column where you can amend the Sequence, Printed Header and Column Width.
Enter the desired details and Save.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/PO-Definition-example-details-box.png)
To add and use a Digital Signature for the Authorising User, tick the Use Signature images on PDF Purchase Order box shown in the Footer section.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/Wy8ckmbs-G.png)
Select the Authorising User you wish to add a signature for and click Edit.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/H.png)
Click Load/Replace to add or replace the signature image.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/PO-Definition-digital-signatures-load.png)
Click Save.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/PO-Definition-digital-signatures-save.png)
Once all of the sections have been edited as required, scroll to the top and click Save.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/PO-Definition-save.png)
To review the effects of the changes to Purchase Order PDF, click Generate Test Print.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/PO-Definition-generate-test.png)
Below is an example Purchase Order PDF.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/Example-PDF-order-758x1024.png)