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JNRCivil's avatar
JNRCivil
Experienced Cover User
5 years ago
Solved

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 

Find Transactions
  • Steven_M's avatar
    Steven_M
    5 years ago

    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.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago

    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.