Has anyone found a way to add a customer purchase order number to a sales invoice after the sales invoice has been posted? Or is there a way to make a customer reference field compulsory on an individual customer basis?
Hi Mel Wyllie,
When you create SO and post it you select a customer. But purchase order is related to vendor and sales order is related to customer. perhaps your meant your customer and vendor the same.
Hi Mel,
As Ludwig already mentioned, it is not possible to modify the invoice once is posted. I guess you have two options, either make the customer reference field mandatory or the other is to do a customization where you can add the customer reference once the invoice is posted, in this case you will have to re-print the invoice.
Regards
Mauricio
Thanks Ludwig. Sorry I'm not sure if my question was 100% clear or maybe I don't understand the first part of your answer. We have customers who place sales orders with us and don't give us a purchase order number at the time. Then the finance team refuses to pay it as the invoice doesn't show their purchase order number. Is it possible to just add this PO number reference on to the invoice and reprint it showing this?
Once the invoices are posted there is no standard way I am aware of that would allow you combining the different orders.
You can make the customer reference field mandatory; either by making use of the new personalization feature or - better - through a small customization.
Best regards,
Ludwig
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