Associate Multiple PO Number to a Contract

ltan03
Tera Contributor

Hi,

Is there a way to link multiple PO number to a contract? currently the PO number field is only allow 1 data.

3 REPLIES 3

Sagar Pagar
Tera Patron

Hi, You have to use the list collector field instead of Reference field for multi-select PO number.

 

Thanks,

Sagar Pagar

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I using the OOB field on Contract form, not going to create a new custom field for that. The OOB field is a text field.

Arthur Schulcz1
Mega Guru
leanne
 
OOB on ast_contract the field 'PO number' is a string field with a 40 character limit.  To associate multiple PO numbers to a contract without modifying any OOB values, you have a few options.
 
1.  If these Purchase Orders have been entered as records in ast_contract, you can link them as Child Contracts using the related list at the bottom of the Contract form.  
 
 
2.  If these purchase orders have not been entered as records in ast_contract and want to stay strictly OOB, you will need governance on how to enter this information into an existing string field.  For example 40 characters may be enough to enter 2 POs as comma separated values in the 'PO number' field which would still be somewhat searchable and filterable.
 
If the 40 character limit of the 'PO number field' is not enough, you would need most likely need to use the 'Description' field.
 
 
A small configuration would be to add a either a "work notes" or "journal field" to the form to hold this information as comma separated text.