Hi BGMH,
The original purchase order (PO) number doesn’t carry through automatically when you convert a purchase to a bill. If you want to hold onto that original PO number, you’ll need to manually enter it when you’re converting the purchase. This can only access within AccountRight not when using the browser version. You can refer to the help article that Princess_R previously provided for more info. Bit of a manual job, but that’s how it works!
Regards,
Shella
Hi Shiela,
Thanks for your reply. My question isn't about the PO number not carrying over to bill — I can see why that might be a requirement for some.
What I asked was how to retrieve the purchase number of a PO after that PO has been converted to a bill—just like you can track a quote that became an invoice, it's sometimes vital that you can confirm which PO became which bill.
A purchase order continues to exist in the database after being converted into a bill because recreating the purchase order with the original no. warns of duplication. But I can't find a way of surfacing that original PO in the web version.
I'm hoping it's possible.
