At this moment there are 2 options of putting the purchase order number on the purchase invoice. I now see, that if you fill out the manual purchase order when creating a purchase invoice, the purchase order number is visible on the purchase invoice and the column of purchase orders.
If you use the suggested purchase order number, the number is not visible on the purchase order invoice and also not on the column in purchase invoices.
Can someone explain to me why this is and if it maybe can be corrected, so that both ways you see the purchase order number on the purchase invoice and in the column.
Then from the Purchase Order View screen I click on copy to Purchase Invoice and that gives me the below screen with the correct Purchase Order number (= 1 as was first automatic number because is first Purchase Order of the test business):
On screenshot 5 you see that the suggested purchase order numbers are also missing in the column, while the manual entered purchase order number are visible
I would advise to do as I showed you. 1. Create the Purchase Order and enter the number in the reference field. 2. View the order and use the Copy to Invoice function.
OK, but this is not the best solution. It should also be possible to enter the PO number when you create a purchase invoice, apart from the copy function.
At this moment things don’t go right, as there are 2 different systems, that do not match. The first one the manual way of entering the PO number which works OK. The second using the suggested PO number, which does make it user friendlier and easer to work, but which does not work correctly at this moment.
It would be better to further complete the suggested PO number functionality and make it work correctly as this would be the better solution
This does not make much sense, why would you enter a PO number in a purchase invoice when not having issued the PO to the supplier?
Your method of operation should be reviewed by yourself, the software acts as expected as shown. What you determine “best solution” is based on your workflow preference which is questionable an definitely non-standard.
Those text fields to capture reference numbers will be eventually gone. They are left-overs from before proper linking between documents was implemented.
