We have docket numbers that are different for each job. We would like a field that we can enter each job number (which would be different for each invoice). So when we open the enter sales screen a...
Hi Belinda - maybe I'm not understanding your question correctly ...
On one invoice (generated invoice number), you need to put multiple job numbers AND reference numbers?
For example - on any given day/week/month, the job number could have two different docket numbers that need to be recorded against it which need to be recorded on the invoice?
If you are using AR2012.* - with a service layout I key the docket number first, then hit the enter key which then creates a new line "within" the description (it doesn't create a new line with a zero balance).
Greg is mistaken - you can do the same with an item layout - i push my home key when in the description of the item I'm selling (because I don't want to over-write what's there), key in the docket number and then push enter. Otherwise if you want to you can right-click in the item number field and choose blank line - which then enables you to create a blank line you can key in without a zero dollar showing. The blank line prints in bold which would show up your reference/docket numbers better.
You can use the "customer purchase order number" field as your reference/docket number but you need to go into customise forms and although you are still using that "field" you need to change any text box related to it to something like Our Ref:.
Sorry if I've misunderstood what you're after.
If you needed to supply multiple docket info onto one invoice, but retain the docket info (?) - MYOB Accountright Plus, Premier or Enterprise using the time billing feature / activity slips could be another option? Dockets are created every day for the work done/items sold - then come invoicing time you choose the dockets to be consolidated (I believe, or shown separately) on an invoice - which can then be adjusted. Check with the sales team :smileyhappy: