Orders

The Orders settings control how purchase orders are created, managed, and enriched with additional fields. From this page, admins can configure:

• Core order behavior (e.g. creation rules, numbering, required fields)

• Additional fields to capture key business data on orders and order line items

Order Creation & Numbering

These settings control how purchase orders are created and numbered:

Setting	Description
Order creation enabled	When enabled, users can create new purchase orders directly in Silkline. When disabled, order creation is blocked—this is typically used when POs are managed entirely through an external ERP system.
Use External System PO Numbers	When enabled, Silkline will use the PO number from your external integration instead of generating a Silkline PO number.
Order Number Prefix	Set a prefix for all Silkline-generated order numbers (e.g. "PO-" results in PO-001, PO-002).
Starting Order Number	Set the starting number for Silkline-generated order numbers. This is useful when migrating from another system.

Some settings can only be changed by Silkline support. Please reach out to us if you need assistance.

Order Settings

These settings control order behavior and requirements:

Setting	Description
Require Part Selection for Order Line Items	When enabled, all order line items must have a part selected before the order can be saved or submitted. This is helpful when external systems orders are synced to require a part for each line item.
Require Request & Order Rationale	When enabled, users must provide a justification or purpose for each request and order before submission. This is useful for approval routing and auditing.
Check Order Emails for Confirmations	When enabled, Silkline automatically processes incoming order confirmation emails and matches them against open orders to validate supplier acknowledgements.

Note: The "Require Request & Order Rationale" setting also appears in the Requests section, as it controls the rationale requirement for both requests and orders.

Order Configurable Fields

You can configure additional fields to appear on purchase orders. This helps standardize data capture across your organization and ensures orders include the information needed for approvals, fulfillment, and reporting.

There are two types of fields you can configure: Core Fields and Custom Fields.

Core Fields

Core fields are commonly used attributes on POs. You can enable and configure any combination of the following:

• Bill To Address – The billing address that will appear on the PO.

• Ship To Address – The destination address for the order.

• Payment Terms – Predefined terms like Net 30 or Net 45.

• Delivery Terms – Terms such as FOB/Incoterms.

• Delivery Mode – Shipping method or delivery type (e.g. Ground, Air).

You can configure or edit these fields to set defaults that will apply to all new orders.

Custom Fields

Custom fields let you tailor orders to capture organization-specific data. You can choose different field types, such as:

• Text fields – For freeform entries (e.g. Project Name, Cost Code)

• Select fields – For predefined dropdowns (e.g. Department, Budget Pool)

• Multi-select fields – Similar to select fields, but allows multiple selections

• Boolean fields – For simple Yes/No toggles (e.g. "Is Tax Exempt")

Common use cases for custom fields include:

• Tracking budget codes or internal cost centers

• Tracking attribute required for syncing to other systems

• Identifying projects, programs, or departments

• Flagging orders with special internal routing (e.g. CAPEX vs OPEX)

• Adding internal classification fields for reporting

Custom fields appear on the order creation form, can be included in exports and reports, and support filtering in list views.

Order Item Configurable Fields

In addition to order-level fields, you can also configure fields for order line items. These allow you to capture structured data at the line level for better planning and tracking.

Core Fields

• Need Date – Captures the required delivery date for each line item.

You can enable and configure this to standardize how due dates are captured.

Custom Fields

Just like at the order level, you can add custom text, select, or boolean fields to line items. This can be useful for:

• Capturing line-level budget codes

• Adding engineering or manufacturing references

• Tagging special handling or inspection instructions

• Tracking commodity or category information

Order item fields are especially powerful when paired with reporting and filtering to manage line-level schedules, budgets, or priorities.

See Configurable Fields for more details on creating and managing custom fields.