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Is there a way to force users to enter the customer's purchase order number on all sales documents?

In many instances, customers will not pay an invoice unless their internal PO number has been referenced on the invoice. Is there an option to make PO number entry mandatory on sales orders/sales invoices?

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2 Answers

  • Best Answer
    Feb 27, 2017 at 11:02 AM

    Hi Grace,

    You can set Mandatory property to true in Sales Order screens using Adaptation Mode.

    1. Click Adapt -> Enter Adaptation Mode on the top left corner.

    2. Click Edit Screen

    3. Set Mandatory of External Reference (Customer PO's No) to true as shown in the screenshot.

    4. Publish the changes

    5. Apply the same in Detail screen (screen you get when you click View All)

    ※You can even change the label to Customer PO's No or anything you wish.

    Best Regards,

    Fred

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  • Feb 27, 2017 at 09:59 AM

    Hi Grace,

    You can create an extension field in the Sales Order / Customer Invoice say like - Internal PO Number & then extend this to forms. So that, the field will be visible in both SO and forms. So that client can initiate the invoice payments without delay.

    Best Regards,
    Arun

    Please mark this thread as answered, if it is helpful.

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