There has been discussion somewhere in the Manager shadows about Sales Orders and the thing that it is an internal document it’s reference number should not appear on invoices which are external. The customer purchase order number is an external reference to the Manager Entity could / should appear on the customer Invoice.
Now the problem and confusion that this creates is this …. organisations receiving invoices instigated through Sales Orders find these internal Sales Order Numbers on their invoices and they are getting confused by it as it is not their own supplied purchase order numbers.
Please please can these internal sales order numbers please be suppressed from appearing on Sales Invoices.
Guys even though the Invoice has a custom field for the customers purchase order number detail this causes confusion with a pretty established international company in South Africa, Australia and New Zealand - Columbit in the Wine food and packaging industry. Fujitsu have also raised queries.
Maybe a HIDE “Purchase Order from Sales Order” tick box for invoices / default forms?
It is beyond astonishing to me if accounting departments of such large companies really claim to be confused by the presence of multiple numbers on invoices. Just yesterday, I ordered an office product online and received an invoice with:
Merchant’s order number—this is what corresponds to Manager’s sales order number
Merchant’s item number
Manufacturer’s (marketing) model number
Manufacturer’s part number
Tracking number
My purchase order number
Only the third number was visible when I was making my product selection, and only the last number was generated by me. But I certainly was not confused by any of the others. As a customer, why would I want any information suppressed that might later help find a transaction or solve a problem. And why would you want to do that to your customers?
Astonishing yes and we need to keep it simple for some crew. The complaint is coming out of Australia. Also your example demonstrates the flow the other way and you yourself can be more tolerant and figure things out where a corporation can be less so ie invoice coming your way. In this instance I am giving feebback not from a Manager Users experience but how others on the Manager receiving end perceive documents coming out of Manager. Also it not a big thing as the money still gets to the right place but fascinating that it should be mentioned from a source that I do not have control over.
What if the Internal Sales Order number became just “Internal Reference” or better still Maintain its name of “Sales Order” rather than being renamed “Order Number” on the Invoice because heck man two Order Numbers appearing on the Invoice seems crazy. People make mistakes.
My example was from the perspective of a customer. The invoice I mentioned came to me, not the other way around. All by myself I could figure out all the numbers, with no assistance from an accounting department.
You can solve the label duplication issue in seconds by renaming your custom field.
You are a customer who is not receiving a Manager Invoice. This is how "Others on the Manager receiving end of a certain caliber have perceive documents and raised the question.
It does not matter how you argue the case it could be done better, the wording could be looked into because why am I wasting my time passing on some information from Manager users and their interactive experience with certain AU customers?
What if the Internal Sales Order number became just “Internal Reference” or better still Maintain its name of “Sales Order ” rather than being renamed “Order Number ” on the Invoice
Custom “Customer Purchase Order Number” is named Purchase Order on Invoice. Read original post.
“Guys even though the Invoice has a custom field for the customers purchase order number detail this causes confusion”