Order Reference Data

The Order reference data window can be accessed by navigating to Finance > Accounts Payable > Order, or by clicking Manage Reference Data in the Tasks panel of an order record.

Note: You must have a role with the OrderReferenceData permission to access this window.

Refer to Manage Reference Data for further information on using reference data screens.

The following reference data is available:

Use this reference data to define the format of an automatically generated email for orders.

Custom Email Text reference data

The fields on the Custom Email Text reference data are described in the following table.

This field Holds this information...
Subject The standard subject text for the email.
Attachment The file path of an attachment.
<Text box> The body text for the email.
Fields The list of data record fields. Fields can be dragged into the text box to populate the body text.
Standard Text The standard email disclaimer text defined in the system settings. Fields can be dragged into the text box to populate the body text.

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Use this reference data to define order statuses.

Order Status reference data

Use this reference data to define procurement methods that have been used to select the contractor.

Procurement Type reference data

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