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Making the Customer Order Nbr field (Customer PO) on the Sales Order Screen a requirement

  • 8 December 2022
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Good Afternoon Everyone

  Our company is currently on 2021 R1 (Build 21.115.0017) Construction Edition.  We are wondering if any company has the “Customer Order Nbr” field (Customer PO) on the sales order screen set to be a required field.  If so, is there a way to make this field required only if the customer requires a PO on their invoice?  If the customer doesn’t require a PO on their invoice, this wouldn’t be a required field on the sales order screen.  We welcome any ideas/feedback from the Acumatica community as we brainstorm options.  Thank you!

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Best answer by Laura02 9 December 2022, 14:35

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Laura02
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Hello @avankooten ,

There is a setting on General tab of Order Types screen, to Require Customer PO Number.

I’m not finding a way to default the Order Type by customer (not in customer screen, not in customer class screen).  I’m not finding a field to identify which customers require Customer Order Number populated.

You may need to add an attribute to the Customer profile to identify which customers require their PO Number, then use a small customization on the Sales Orders screen to check the Attribute setting and control behavior of the Customer Order Number field accordingly.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Thanks, @laura01 for your answer.  We did think about the attributes tab on the customer record but wanted to know if there was another option without adding customization.  Thank you so much for the feedback!

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