We are trying to get to see the Original Master Number - SOP Sales Order Number - to appear on the Customer RM Statement.
The customer is using the SOP Sales Order document ID as a PROFORMA Sales Invoice for sales which require that the customer receive an INVOICE to allow them to PREPAY for shipments that are going overseas. Client is entering SOP ORDER and then doing a PROFOMA Invoice from Excel - contains details on shipping instructions and such that are not in the SOP system - then in a couple of weeks when the production is complete and payment has been received from the customer, the Sales ORDER is transferred to an INVOICE and the shipment is sent.
The customer will see the SOP ORDER and will pay on that document number - however, the client will take payment and apply to the INVOICE created - linked by the MASTER NUMBER - this all seems to work internally. The issue comes when / if the overseas customer calls to reference what they see on the STATEMENT.
What appears on the STATEMENT under this process would be any INVOICE that was not paid prior to a month end - that is a call to be made by the manager at the time - so this is rare - but when / if it happens, the client would have only seen a SALES ORDER number, the system would have recorded an INVOICE and the two do not match.
Request is to get the SALES ORDER NUMBER to appear on the same line as the INVOICE that is printed on the STATEMENT.
Is this at all possible? How would we go about doing this? Is this something that would only be done in SSRS? We would like to do this in Report Writer if at all possible.
Thanks for your time.
