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Dynamics 365 Community / Forums / Customer Service forum / How Do I Add PO Number...
Customer Service forum

How Do I Add PO Numbers to Invoices?

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Posted on by Community Member

Hello Guys, 

I've had a request to add PO Numbers to invoices by our sales team as they're being rejected without them.

How do I do this?

Thanks, 

Joseph

Categories:
Case Management
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  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: How Do I Add PO Numbers to Invoices?

    You will need to add a PO field as a string attribute to the Invoice entity and put it on the Invoice form (personally I would add it to the bottom of the summary section).

    You will also need to ensure that the invoice / report you send to the customer is updated to display the PO number.

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