JannineS's avatar
JannineS
Contributing Cover User
6 years ago
Status:
New

Recurring Transactions: Sales - Retain Customer PO No.

I have clients who use unchanging purchase order numbers for each type of sale.  Wouldn't it be great if we could store these in the recurring sale instead of having to add it in every time .......

 

"Store purchase order numbers in recurring sale"

Recurring Transactions
Sales

3 Comments

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  • atholpk's avatar
    atholpk
    Experienced Cover User
    4 years ago

    Number 1

     

    I noticed when i save recurring transactions, it did not save 'customer PO number' and 'supplier inv number' section.

     

    Number 2

     

    it did not save changed tax amount, when saving recuring PO

     

    I hope above two issues can be addressed in next update, thanks.

  • KathrynN's avatar
    KathrynN
    User
    2 years ago

    Yes I have the same issue -  this would aid the speed of processing reccuring transactions?  Any responses re the above from 2019?

  • DavidV2's avatar
    DavidV2
    Contributing User
    2 years ago

    Agree that saving purchase order numbers in recurring sale would save considerable processing time for these types of customer orders