JNRCivil
5 years agoExperienced Cover User
Customer Purchase Order Number & Docket Numbers
Good Morning
Is there a way we can do a search for Customers Purchase Order numbers
Also is there a way to add Docket Number onto invoices - and be able to again do searches for these
We often have to refer to either the Customer Purchase Order number and docket numbers
Having to manually look through every invoice is time consuming and can be missed.
Thanks
Hi JNRCivil
Customer Purchase Orders Numbers can be searched through a variety of windows including:
- The Find Transactions>>Invoice tab and selecting to search by Customer PO No.
- Use the Sales Register window and search by the Customer PO No. in the search field. This will search currently displayed listed for any values that match those criteria.
Docket numbers are not able to be added to the invoices. You could look at utilising another field on the Enter Sales window (comment or journal memo) to show that information.