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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Customer PO Number
Microsoft Dynamics SL (Archived)

Customer PO Number

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Posted on by Community Member

Hi.  I am new to Dynamics SL so please bare with me.  We using Dynamics to create invoices for the services we provide our customers.  The customer gives us with a PO number to invoice against, but occasionally they will need to provide us with an additional PO number for the same project.  We then update the PO number in the on the Project Maintenance screen.  The problem is after we update the PO number all past invoices created for this project in the system show the new PO number and don't associate with the old PO number when queried with reports.  This seems odd to me.  What am I doing wrong?  Thanks in advance for any help. 

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  • Community Member Profile Picture
    Community Member on at

    Hi Colin,

    The solution we came up with for this was to add a customized field to the Invoice and Memo screen for a PO override. We used the ardoc.custordnbr field and customized the invoice in Crystal to look for the override first. Our users type in the PO number in this field if it differs from the PO number shown in project maintenance. This way the PO number is always tied to the AR document.

    Alternatively, you could just set up a single project per PO.

  • Community Member Profile Picture
    Community Member on at

    Hi Jake,

    Thank you for response and solution.  Do you know if you able to have DSL select for this field when running the standard reports?  For example I know I can have DSL report out data associated with the PO number, but can it also look for the ardoc.custordnbr field also or would we have the customize the report to do this?  Thanks again.

  • Community Member Profile Picture
    Community Member on at

    I don't believe that ardoc.custordnbr is used in the standard report, so it would need to be customized. It's probably not the most efficient method, but we put both fields ardoc.custordnbr and pjproj.purchase_order_num in the same spot on the report and used suppress in the format formula editor.

    For pjproj.purchase_order_num: IF {ARDoc.CustOrdNbr} <> '' then true else false

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