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Update purchase-order custom fields

Save custom-field values on an order. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: Capability of the related Purchase recordModule v1.7.9
Jump to steps
Where to goAdmin Area → Purchase → Purchase Order → open order → Custom Fields
Before you start
  • Use an account with Capability of the related Purchase record and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Save custom-field values on an order. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Admin Area → Purchase → Purchase Order → open order → Custom Fields.
  2. Go to the exact setting, option or record named in this guide.
  3. Enter or select the required value; leave unrelated options unchanged.
  4. Save the form and wait for the success response.
  5. Reload the page or open a controlled record to confirm the stored value is being used.

Fields and options to review

ActionUpdate purchase-order custom fields
Exact navigationAdmin Area → Purchase → Purchase Order → open order → Custom Fields
Module version1.7.9
VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Rules the system enforces

  • The action is available only when the module, current record state and required capability allow it.
  • Use the displayed validation response to correct the record; do not bypass controller or model checks.
  • Verify downstream files, notifications, linked records and status changes after saving.

How to confirm it worked

  • The supported update purchase-order custom fields flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
  • Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
  • Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
  • Test settings and automated jobs with controlled records before production-wide use.
Use Purchase custom fieldsUpdate purchase-invoice custom fieldsDownload a Purchase Management file by folder and attachment IDRun the imported-goods reportUnderstand the Purchase Management cron sequenceBrowse all Purchase Management guidesExpenses FinanceInvoices PaymentsContracts Documents