Alt Purchases Table Fields Reference

The AltPurchases table provides an alternative (summarised) way to display Purchase Order disbursements on Invoice templates. Unlike the standard Purchases table, AltPurchases can display total disbursements by grouping purchase information by either:

• Supplier or
• Purchase Order

This will display one line per supplier or purchase order, instead of the individual disbursement lines that the standard Purchases table prints. The merge fields included in the repetition row determine how WorkGuru groups the Purchase information.

Alt 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.

Document Compatibility

Alt 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 line. Merge fields and Table Alt Text are case sensitive and must be entered exactly as displayed below.

Setting Up an Alt Purchases Table

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

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

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.

Group Purchases by Supplier

Use the following fields when Purchase disbursements are to be grouped by Supplier.

If the repetition row contains [SupplierTotal] or [SupplierTotalIncTax], WorkGuru groups the applicable amounts by Supplier.

Group Purchases by Purchase Order

Use the following fields when Purchase disbursements should be grouped by Purchase Order. Note: The AltPurchases Purchase Order merge fields use Po rather than PO. Enter the merge fields exactly as displayed.

If the repetition row contains [PoTotal] or [PoTotalIncTax], WorkGuru groups the applicable amounts by Purchase Order.

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 [PoTotal] 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.
• Confirm you aren't mixing up the PO/Supplier grouping.

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.