Dean_Peart's avatar
Dean_Peart
Contributing Cover User
9 years ago
Status:
New

Sales: Make Customer PO Number a required field for certain customers cards

I have several customers who state that they will not pay invoices if their purchase order number (a.k.a customer PO) is not stated on the invoice they receive. The problem is, these customers are usually large organizations, and sometimes junior staff order goods without knowing that they have to provide a purchase order number. We then get left in the lurch in terms of payment.

 

I'm aware of the issue, so I always request a PO number, but I think it would be nice to have a failsafe so that if I hire new staff, they can't accidentally generate invoices which customers are unlikely to pay (if they forget the customer PO number).

 

For this reason, I am wondering if a 'require customer PO' option (or similar) could be added on a per-card basis? I have called MYOB support and apparently no such feature currently exists. At the moment, we simply have to write a reminder into the card's address field, which is not a very clean solution.

 

If anybody knows of a suitable workaround, I would appreciate the advice.

 

Thanks,

Dean


"Require customer PO to record invoices for a given card"

Cards
Sales

18 Comments

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  • Buildpro's avatar
    Buildpro
    Contributing Cover User
    10 years ago

    We have certain customers who require order numbers on their invoices, it would be nice if the card file had a button option that you could tick that says order numbers must be entered (or don't tick it if not a requirement).  So that when you go to do an invoice for them it prompts our salespeople to make sure this is captured at the time of invoicing.

    • margw's avatar
      margw
      Experienced Cover User
      10 years ago

      Yes, this is a fantastic idea, I seem to be always forgetting to put Customer PO number on their invoice before emailing it, realise once it has gone and then have to resend the Invoice with the PO number. Very unproffessional, but out of a multitude of Customers, we only have a couple  that require this, hence why it is difficult to remember.

    • Steven_M's avatar
      Steven_M
      Former Staff
      10 years ago
      Status added:
      Open

      Hi Buildpro

       

      Thank you for the clarification into your idea and additional insight.

      I would encourage other users that would like to see a notification, which can be set at a card level, to warn the user to enter a Customer PO number to vote for this idea and comment if required.

    • Kelly81's avatar
      Kelly81
      Experienced Cover User
      10 years ago

      Most accounting systems check before saving the order.

       

       

  • jenniek's avatar
    jenniek
    Ultimate Partner
    11 years ago

    When entering Sales - it would be good to have a warning / reminder that the customer requires an order number. Lots of other programmes do this - but MYOB never has.

    • scareykerri's avatar
      scareykerri
      Experienced User
      11 years ago

      What a great idea!  We have arguments with customers that do not always give us a PO as the job is urgent then we have issues getting them paid.