Click here for an exampleEclipse provides tools to add purchase order line numbers to your sales orders. If your customers use P/O line numbers to reconcile invoices, they may request you add those line numbers to your sales orders. By doing this, they can match the items on their purchase orders to the invoice they receive.
Note: If you do not want to require P/O line numbers for all the customer's orders, users can still access the option through Edit Order > Customer P/O Line Numbers selection in the sales order.
For example, you have a customer named Erie Electric. They have a purchase order in their own system P12345A which has 3 line items on it that they need from their customer Broomfield Electric:
|
Line |
Qty |
Item |
Cost |
|
1 |
10 |
Purple Widget |
100.00 |
|
2 |
20 |
Green Widget |
125.00 |
|
3 |
12 |
Orange Widget |
102.00 |
When the customer receives the bill for this order, however, they review which line item each widget is on to avoid any confusion when reconciling to the invoice. By using line numbers for references, confusion is reduced.
Note:To require the entering of line numbers for a customer, you must set up your customer in the system to require P/O line numbers on the Additional Customer Information window in Customer Maintenance.
To add P/O line numbers to sales orders:
When you move to a new line, the system displays the Customer PO Line Number window.
Do one of the following:
Use the Line Number column and enter the line number for item you entered. Return to the purchase order. The system prompts you again at the next line number.
Click Enter Later. Return to the purchase order. Enter the remaining items for the purchase order. When you move to a new tab, the system prompts you again to enter the line numbers.
Save your order.
Line numbers display on various forms, for reference. Click here for an example
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