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BWalters

Customer Purchase order number for recurring invoice

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Can someone please tell me if the ONLY place for a recurring AR invoice purchase order number is in the actual line item description? I received a purchase order from a customer and they will be on recurring invoice, but I do not see where you can add a purchase order in the recurring invoice entry screen. Nor do I see it on the copy recurring invoice screens, but I do see that I can Modify Invoice Terms/ Header and add a PO#, but this is AFTER the invoice has been printed or emailed. How can I use the system to work WITH me in a efficient manner, rather than make me do extra steps for a normally standard thing as a customer PO number?

All advice is appreciated. Thanks.

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    Hi BWalters,

    There is no designated field for customer purchase order number on recurring invoices. There are four possible places to put the customer's purchase order number on a recurring invoice: Recurring ID, Description field, Line item text field, or Special Note. Please click on the '?' at the bottom of the recurring invoice screen for explanations of these fields. Otherwise please go to Help, Support and Service on the Web, Submit enhancement request to hopefully get this added in a future release.  

    Regards,
    Janice

  • 0 in reply to Janice Carnarvon

    Thank you for your response. I was able to create a custom field in the vendor file to enter the customer's PO and link it to a newly created document that allowed for it to be printed directly on the recurring invoice using the newly created document. Basically I used Vince's comment as a  base for my thinking. Appreciate your time. 

  • 0 in reply to BWalters

    thanks for the pat on the back.  I had to look up and use the DEMO company, to try the reoccurring invoices out. never knew it was a feature. You would think that after 24 years of using BW I would have ran into that at least once.

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