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Add fields to the Procurement module

Fields created in the Procurement editor will not be connected to specific items or occurrences. The fields created in the procurement editor can be connected to either a tender group, tender, offer, agreement, order or a delivery. The image below shows the User interface Editor for the Procurement module.

image-20240410-105947.png

The procurement module is organized in different stages of the procurement process. Inside the procurement module these stages will be represented with a three-structure. When creating tabs in the procurement GUI you need to determine the stage you want the tabs and associated datafields to appear. The location is determined by the name you insert to the Placement property on the tabs you create.

In the image above we have created a tab 'Delivery details' in which we want to appear in the Agreement stage in the procurement module. We have then chosen the value 'agreement' from the “Placement” dropdown menu, which will make the flag appear as a tab in the agreement stage. The result in the agreement can be seen in the image below.

image-20240410-110536.png

Use the following placement options to determine location of tabs in the procurement module:

Placement

Location in procurement module

tendergroup

Tender groups

tender

Tender level

offer

Offer level

agreement

Agreement level

order

Order level

consignation_order

Both in order level and in the delivery module


For more information regarding how to modify the GUI refer Editing forms.

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