Restructure Purchase Order Form?

[Former Member]

Hi all

I am in learning phase of SAP BYD.

I have task to restructure the Purchase order Form.

Contact should be

Purchase request and orders (WC) > Purchase order / Général tab

• Buyer responsible field

Below Contact I want to put new label Service

Service->

Purchase request and orders (WC) > Purchase order / General tab

  Double click on Buyer responsible field to display employee Overview and use Reporting Line unit as service.

Can any help me to achieve this?

THanks & Regards

PRAT

[Former Member]

Pratyush,

As this question relates to Form Templates, it's important to distinguish the difference between data that appears on the ByDesign User Interface and data that appears on the Form Template.

On the User Interface, there's a variety of functions built in that are used to retrieve data from other areas of the system.

However, for Form Templates, you're restricted to the base XML that is used to generate the Form. Typically, the base XML contains all the fields that you'd see on the screen, but this may not always be the case.

My recommendation is to go into a Purchase Order that has been sent, and go to the Output History tab. You'll see a table with the output document (you'll need to click Refresh first). You'll see a button that says "Download XML data". Click that. It will download a .zip file. Extract the zip and you''ll see a "test.xml" file. Open this in an XML Editor (like Notepad++).

Within this, you'll see all the data that is available to be included on the Form. Look through this and see if you can find a value that looks appropriate. You'll need to check that Reporting Line Unit actually appears on the base XML if you want to use it. Otherwise, you'll need to use an Extension Field and populate it manually (or through customization)

For more information about adding additional fields to LiveCycle, take a look at this blog.

[Former Member]

Prat,

Follow the steps below to add new field.

1. Go to Purchase Order WC

2. Click on create new purchase order

3. Click on Adapt on the top right corner of your screen-->enter adaptation mode-->yes to the pop up and ok. Click on adapt and edit screen.

4. Highlight General information under Sections and click on extension field-->add--> Type in service in Field label, Tooltip and technical name and save. Leave the rest empty.

5. Tick the displayed box service under fields and publish. If you want the service to be displayed in reports go to further usage--> add the service to the data sources and reports tabs.

6. Publish and overwrite any personalization settings for that screen that user might have saved.

7.Go to adapt and leave adaption mode.

Hope this will help you.

Regards,

Emeka

[Former Member]

Thanks Emeka,

But How will the service have the value from the Buyer Responsible(Employee )  Reporting Line Unit automatically?

_

Prat

[Former Member]

Prat,

While creating the new purchase order the buyer responsible(employee) should enter the service value/description in the field created. Once you have the reporting part configured it will automatically draw the information from the reporting line unit.

Regards,

Emeka