Certify AP allows you to customize purchase orders based on the information you need to show. This article shows you how to customize a purchase order.
Step 1: On your Certify homepage, click Certify then click AP.
Step 2: On your Certify AP Dashboard click the Purchasing tab.
Step 3: Click Customize POs.
Step 4: Select a layout for your purchase order. Certify recommends selecting the Standard layout.
Step 5: Here, customize your purchase order by clicking the pencil icon next to any section.
Step 6: An important section to customize is the PO Line Items section. Click the pencil icon next to it to customize.
Step 7: Change each column header to customize your purchase order based on your needs.
Step 8: Click Preview.
Step 9: When you are finished customizing your purchase order, click Activate to save your changes.