Service Order Purchase Order Numbers

Answered

Dusty Hassler

November 11, 2024 19:02

Hi Team!  

Customer is needing purchase order from service orders to appear on an invoice.  Tried populating the purchase order field on a service order and then invoiced.  Ran standard reports:  1. ‘Invoice - Event by Department’ CBL100 and 2. 'Invoice - Event by Order" CEM722.  Neither report pulled the Purchase Order onto the report.  Is there a different workflow, or does the customer need to modify the standard reports so Purchase Orders come through to the invoice?

Thanks!

• 

  Mike Johnson

  November 11, 2024 20:18

  @... - The standard invoice reports do not include the purchase order number from the service order.  This can be submitted as an enhancement request.  If the customer does look to go the customization route, make sure they discuss what to do when more than one order is on an invoice and there are multiple PO #'s.
• 

  Chelsea Dolman

  November 12, 2024 07:48

  Hi @... & @...,

  Minka Verkaar did get the EMEA standard reports updated with this functionality sometime last year. I might be good to touch base with her/TS and make sure we have these reports available for everyone.

  FYI - Samy Kheloufi & Maximilian Fankidejski.

  Thanks,

  Chelsea
• 

  Dusty Hassler

  December 12, 2024 20:51

  Minka Verkaar are you aware if the EMEA standard reports were updated with the functionality?  Thanks!
• 

  Minka Verkaar

  December 12, 2024 21:02

  Hi @...  I have updated our EMEA Standard Invoice Report last year to show the PO# from the Service Order (=ER100_PO_NBR in ER100_ACCT_ORDER) to show the customer reference. It seems you are talking about Purchase Order from our system, correct? I did not touch that. 

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