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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Customer PO to be popu...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Customer PO to be populated in customer balance form

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Posted on by SJ-16091251-0 173
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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Dynamics 365 Supply Chain Management
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,716 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
    Sathish Kumar Palan... 380 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 
     
  • SJ-16091251-0 Profile Picture
    SJ-16091251-0 173 on at
    Customer PO to be populated in customer balance form
    Sure @André Arnaud de Calavon. I check the field name from front end and it did not have any prefix. Maybe a miss from dev. I will check it.
  • SJ-16091251-0 Profile Picture
    SJ-16091251-0 173 on at
    Customer PO to be populated in customer balance form
    @Sathish Kumar Palanisamy Sure this I can check. So you say that we can populate this field in customer transactions or on invoices using financial tags? If possible, can you elaborate please? 

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