Purchase Table Fields Reference

Purchase table fields allow you to display billable Purchase Order and disbursement information from WorkGuru in your invoice document templates. The Purchases table displays billable Purchase Order disbursements associated with an Invoice. The following purchase fields are available:

• Purchase Information
• Purchase Quantity and Pricing
• Purchase Amounts
• Purchase Dates

Purchase Table Fields should not be confused with Purchase Order Universal Fields. 

• Purchase Table Fields display repeating Purchase or Purchase Order line information.
• Purchase Order Universal Fields display information about the Purchase Order currently being used to generate the document. For more information see Purchase Order Fields Reference.

If you do not want to print the individual disbursement lines and just need summaries, use the Alt Purchases Table.

Document Compatibility

Purchase tables are supported on the following documents:

• Invoices - see Invoice Document Templates 

Unlike Universal Fields, these fields must be placed inside a correctly configured table. WorkGuru uses the table to automatically repeat the applicable row for each Purchase or Purchase Order line. Merge fields and Table Alt Text are case sensitive and must be entered exactly as displayed below.

Setting Up a Purchases Table

Purchase merge fields must be placed inside a correctly configured table. The table requires:

• A header row
• A repetition line row containing your merge fields
• The correct Alt Text Description. Set the table’s Alt Text Description to:
  • Purchases

When WorkGuru generates the document, the purchases line row is repeated for each applicable purchase order on the transaction. For detailed instructions, see Table Field Setup in WorkGuru Document Templates.

Purchase Information

Purchase Quantity and Pricing

Purchase Amounts

These fields allow you to display the financial breakdown of each Purchase Order disbursement included on the Invoice.

Purchase Dates

Troubleshooting

Table Does Not Populate

Check that:

• The Alt Text Description is correct.
• Capitalisation matches the required table name - alt text descriptions are case sensitive.
• There is only one table of the same type on the document.
• The table is supported by the document type.
• There is applicable data to display.
• The table has a header

Merge Fields Appear in the Generated Document

If fields such as [POName] appear instead of actual values, check:

• The spelling of the merge field. 
• Check capitalisation - merge fields are case sensitive.
• Confirm the field belongs to the table type being used.
• Confirm the field is supported by the document type.

Table Formatting Is Incorrect

Check that:

• Header and repetition row columns align.
• Cells have not been incorrectly merged.
• Nested tables are configured correctly.
• Each table has the correct Alt Text Description.