Menu > Admin/Manager > System Setup > Purchasing > Define Order Types
Order Types can be used in varying levels of detail. From just the name of the Type being used in reports, to additional custom fields being added to the layout of the printed order.
NOTE: Define Order Types and its full set of features can apply to all Orders in Workamajig. This includes Purchase Orders, Insertion Orders and Broadcast Orders.
With Order Types setup, you can set one as the Default PO Type. This way, its populated whenever you create a new order in the system.
Additionally you can set a Default Order Types for Media (Insertion and Broadcast) Orders.
Add An Order Type
Click on Insert Row and populate the Type Name.
PO Type Name - Used to classify your types for data input and report purposes. This does not Print on the Orders.
Description - Allows you to add an additional detailed description that goes beyond the Type name. This does not Print on the Orders.
Default PO Header Fields
Pick from a list of predefined Order Header fields as described in the Default PO Header Fields guide.
This appears on the printout as rows (Field Name and Value). Just below the Order Header Details, but before the Standard Header Text (if used).
Default PO Line Type
Pick from a list of predefined Order Line Types, each with their own set of fields, as described in the Default PO Line Type guide.
These appear on the printout as sub rows within each Detail Line (Field Name and Value). Which is after the Standard Header Text (if used), but before the Standard Footer Text (if used).
Standard Header Text
Pick from a list of predefined Standard Header Texts as described in the Standard Header Text guide.
This appears on the printout below the Order Header Details and Order Header fields (if used), but before the Line Details.
Standard Footer Text
Pick from a list of predefined Standard Footer Texts as described in the Standard Footer Text guide.
This appears on the printout below the Line Details, but before the Approval By section.
This example shows an order that was created from an Order Type that had everything setup.
Header and Footer Details
- Order Type cannot be changed after the Order has been created.
- You have to manually populate/update the Order Header fields after you create the order.
NOTE: You have to manually populate/update the Line Detail fields after you create the order.
NOTE: Order Type does not print on the Order.