Set to place a purchase order in a dossier

In the entry layout you can specify whether you want to place the purchase order in the dossier of the purchase contact in question on completion of an order. You can set this for all purchase order types.

Note:

You can set the placement of a purchase order in the dossier for the basic order, purchase order, goods receipt and the purchase invoice. In this description, purchase order can be replaced by basic order, goods receipt or invoice.

To set placement of a purchase order in the dossier:

1. Go to: General / Management / Entry layout.
2. Open the entry layout properties for the (basic) order, goods receipt or purchase invoice.
3. Go to the tab: General settings.
4. Select the way in which you want to place the purchase orders in the dossier in Save order in client record:
   • Always

     Profit places the purchase order in the purchase contact's dossier on completion of the order.

   • Never

     Profit does not place the purchase order in the purchase contact's dossier on completion of the order.

   • Pose question

     On completion of a purchase order, Profit asks if you want to place the purchase order in the dossier of the purchase contact in question.

5. Click on: OK.