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NaserAlsheikh's avatar
NaserAlsheikh
Contributing User
9 months ago

Customer invoice number on purchase orders

Hi all,

 

When we create a supplier purchase order out of a customer order, we get the customer name on the journal memo on the supplier purchase order. This makes it a bit easier to match the supplier's invoice with the customer's invoice. However, if we can get the customer's order or invoice number displayed in the journal memo, that would be much more of a help, and it will save everyone this manual process and time looking to find the sale related to this purchase. 

 

Please advise if there is a way around this.

 

Thank you 

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    9 months ago

    Hi NaserAlsheikh,

    Thank you so much for your post and welcome to the Community Forum! I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response. 

    Thank you for the detailed information. The Journal memo of a transaction is commonly a set field for transactions. For example, with sales the journal memo would be in the format "Sale;<customer's card name>". This particular memo format is set and is not able to be changed on a default basis. Sorting invoices by purchase order number and other workflow improvements

    Feel free to post again if you have further queries and one of us will be happy to help.
    Regards,
    Earl

    • NaserAlsheikh's avatar
      NaserAlsheikh
      Contributing User
      9 months ago

      Is there a similar screen to this in accountright? Where you can see the sale a purhcase order is linked to?

      Photo Attached.

       

      Best Regards.

      • Earl_HD's avatar
        Earl_HD
        MYOB Moderator
        8 months ago

        Hi NaserAlsheikh,

        Thanks for the screenshot. In MYOB AccountRight, you can view the sales or purchase orders linked to a transaction, but the user interface may vary slightly compared to MYOB Essentials/Business. Here's how you can find this information:
         

         * Navigate to the "Sales" or "Purchases" module, depending on whether you're looking for sales or purchase orders.

         * Locate and open the transaction (e.g., invoice, bill, purchase order) for which you want to view linked orders. 

         * In the transaction details, you should find a section or tab that displays linked orders. This section/tab will             show you any sales or purchase orders associated with the transaction.

         

        Please do let me know how you go on this.
        Regards,
        Earl