Customer PO

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I have a requirement to capture the Customer PO. Whenever i generate a sales and produce invoices, need provide the Customer Purchase Order Number in the invoice for the customer Reference. Is there any way to record the Customer Purchase Order details in AX ?

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Stefan Hofmaninger 520 on at

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Hi,

you can use the field "Customer reference" on SalesTable (AOT Name: CustomerRef).

Regards

Stefan

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Sohaib Cheema 49,438 User Group Leader on at

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When a customer gave you order that order is “Sales Order in your system/books” in your customer system it is PO. Now standing on your system, if you don’t have sufficient inventory or due to any other reasons you can convert “the Sales order” into purchase order.

If you convert your Sales Order into a purchase order, on sales order itself there is a tab upwards named as “General”. Inside General Tab there is a button named as “References” Those references show you Purchase Orders created against this current SO. You can customize your SO Invoice report to include those PO number(s) or references.

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Community Member on at

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Hi

Thanks for your reply. Sorry, this may not work in my scenario.

There will not be stock to purchase this item and from sale order if i try to convert into a PO, the message says there is no sufficient inventory for this item.

Also, if i take this step, then when i Reserve and sell the item, again i will make a Auto PO which will increase my inventory also. My inventory will not be accurate.

Will there by any other option which could near to the requirement. I am ready to make few customization but with minimum efforts and without affecting much of AX functionality.

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Sohaib Cheema 49,438 User Group Leader on at

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what is definition of "Customer PO" in your business?

Is that referring to Sales order in your system or Purchase Order?

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Daxer Persson 3,005 on at

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I would normally enter the customers own purchase number in the field "Customer requisition" on your own sales order header.

(field reference is generally more for one-time contact names).

But yes, seems it could be good if you put some detail into what you mean with "Customer PO".

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Community Member on at

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Thanks

I think the Customer Reference field could help to capture Customer PO as reference or introduce a new field Customer PO with few validation and use it.

Thanks for your suggestions

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