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Supply chain | Supply Chain Management, Commerce
Suggested answer

Customer PO to be populated in customer balance form

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Posted on by 126
Does anyone know how to get this field populated in Customer balance transactions form? I am opening this form as: Customer>Balance>Open transactions
 
 
I have also defined the customer requisition number under sales order, but it did not show here. I am creating the sales order as a part of project and invoicing it by creating project invoice proposals. I thought the customer requisition would display here but it is not the case. 
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    299,913 Super User 2025 Season 2 on at
    Customer PO to be populated in customer balance form
    Hi,
     
    The Customer PO field is not a standard field on the customer transactions. It is most likely a customization in your environment. You can check internally who created it and then ask if e.g. coding is missing to populate the field. 
  • Suggested answer
    Sathish Kumar Palanisamy Profile Picture
    88 on at
    Customer PO to be populated in customer balance form
    Hi
     
    We can use financial tags to automatically capture and display the customer requisition number in transactions. I've confirmed it works when entered manually, and we can configure rules to populate it automatically but need to validate for automatic rule.
     
    Thank you 
    Sathish 
     

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