How to add custom fields to line items?

If you need to include specific information about the PQ or PO line items, you can always add more details to the line item details edit form using custom fields. In this article, we will walk you through the steps of how you can do that:

1. Go to "Settings" and click on "Custom Fields" under the "Payables" section.

Screen Shot 2023-06-28 at 16.25.07


2. Then click on "Add New" to define a new custom field. You can also edit an existing custom field by clicking on it.

Screen Shot 2023-06-28 at 16.26.24

3. Add the details of the custom field in the "General" tab


Screen Shot 2023-07-03 at 18.52.20

4. Then go to the "Visibility" tab of the custom field module and tick "Visible". You can also make this field mandatory by ticking "Always mandatory" for bill line items or PO/PQ line items. Then click on "Save".

Screen Shot 2023-07-03 at 18.52.25-1
5. Go to the "Purchase Requests" or "Bills" tab under the "Payables" section. You can either add a new purchase request/bill or edit an existing one from this tab. 

Screen Shot 2023-07-03 at 18.52.53

6. Choose the PQ/bill that yo u want to edit, click on the three dots on top right of the pop-up, then click on "Edit".

Screen Shot 2023-07-03 at 18.53.03

7. Go to the "Items" tab of the PQ and then choose "Additional Info" placed under the line item.
Screen Shot 2023-07-03 at 18.53.18
8. The custom field(s) for the line items will be accessible from here and you can add the additional information easily.

Screen Shot 2023-07-03 at 18.53.30

9. Then click on "Save" to save the changes.