SAP Knowledge Base Article - Public

3360755 - How to add approval details to purchase order form template

Symptom

How to add approval details to purchase order form template.

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to Purchase Requests and Orders work center
  2. Go to Purchase Orders view 
  3. Select the Purchase Order number and click on Preview tab
  4. Open the form, there is no approval details in the form
  5. You want to add this information to the form template, but you can't find it when creating new form template for purchase order

Cause

This is the standard system behavior.

Approval details are internal information, which is not a mandatory information for suppliers. Hence it is not included in the purchase order output form template. 

Resolution

The approval details cannot be directly added to purchase order form template. 

As a Workaround, an Extension field to store the Approval details can be created , and then this Extension field can be added to the PO Output Form Template, which will help to achieve this request. 

Firstly, follow the below steps to create an Extension field:

  1. Navigate to a screen where you want to add the new field.
  2. From the Adapt menu, select Enter Adaptation Mode.
  3. In Adaptation Mode, select Edit Screen from the Adapt menu.
  4. Click on the Extension Fields pane of the Adaptation panel.
  5. Select a section from the list, or alternatively, click directly on a section that has been enabled for Extension fields on the screen.
  6. Click Add.
  7. Select a Field Type.
  8. Enter a Field Label.
  9. Save your changes.
  10. Select the Visible checkbox next to the Extension field to make it visible on the current screen.
  11. Click Save.

 

After creation of the Extension field, please follow the below steps to add the Extension field to Form Template:

  1. Go to the respective Work Center.
  2. In the screen where you have created an extension field, choose the Adapt button on the right corner of the screen and select the option Enter Adaptation Mode.
  3. It opens a confirmation screen, select the YES option.
  4. Again choose the Adapt button on the right corner of the screen and select the option Edit Screen.
  5. Select the heading Extension Fields you can see the extension field has been marked for display.
  6. Highlight the field and select the Further Usage link, it opens a page.
  7. In the Form Templates tab, highlight the Form Template.
  8. Select Add Field and Edit button, choose either Easy Form Editor or Adobe LiveCycle Designer.
  9. Note: Easy Form Editor, will extend the field to Easy Form Editor and you can set the conditions (Show always, show if exists and do not show). Adobe LiveCycle Designer will generate the binding path and you need to create a field using Adobe LiveCycle Designer and assign the binding path.
  10. The Field Available option will be checked for the respective template.

Note: If you wants to extend the field to another screen then go to the Extension Scenarios tab and user Add Field to extend to selected screen

 

See Also

1764460 - How to Add Extension Field in the From Templates?

2905703 - How to Work with Extension Scenarios

Keywords

Approval, Form Template, Purchase Order, Easy Form Editor, Adobe LiveCycle Designer , KBA , AP-POP , Purchase Order Processing , How To

Product

SAP Business ByDesign all versions