Settings - Mandatory Field - Purchase Order/ Invoices

In this section you may customize the Contacts module mandatory fields for a Purchase Order and Invoice documents. Mandatory fields configuration is only available in the Overall Context level. Only users with the applicable Access Control Level (ACL)  may modify this setting.

1. Navigate to the Settings Module and choose the Overall Context.
2. Click on Edit next to the Purchase Order /Invoices section.
3. Select the mandatory fields by clicking the applicable check boxes.
4. Click Save.
   Once selections are saved, mandatory fields will be displayed with an asterisk * and must be filled in when a new PO and Invoice document is created. Users will not be able to save a PO or Invoice document without completing the specified mandatory fields.