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Is there a Purchase Order required field on the Account

Oct 25, 2017 at 05:32 PM


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The issue we have today is, Invoices are sent out to Customers and then rejected, because they say they require the Purchase Order (PO) to be on the Invoice. We were not aware of this prior to the invoice being generated.

I would like to know if there is a Standard, Out of the Box field, that allows our team to identify if a Customer always requires a Purchase Order (PO), that would be stored on the Account Master in either CRM or ERP. Something along the lines of PO Required; Yes, No, Unknown.

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1 Answer

Jürgen L
Nov 04, 2017 at 08:19 PM

I have not seen such a field in the customer master of an ERP system.

But honestly, the field to enter the PO reference in the sales order is right at eye level and it is quite logical for me that I have a purchase order from my customer when creating a sales order. And it would be a very strange situation that a customer who has this requirement does not send purchase orders to you. Such customers usually have an extra text on their purchase order to remind you to have the PO number on all documents. And you can actually create a text note with such information in your customer master that will trigger a pop-up to the sales person when creating a sales order for this customer. No need for an extra check box.

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