@compuit your topic is quite long and confusing, so originally I didn’t see what the problem was either.
So I just want to confirm that I have understood the problem, which I believe is a problem that I have already raised with Lubos some time back.
Customer A sends you their purchase order which has purchase order number ABC0001
You create a sales order 125, which is automatically created by Manager. You put on the order details and the customer it applies to.
Then you convert that sales order to a sales invoice, which will carry over sales order number 125 to the field called “order” and create an invoice number called 43. The client pays the invoice. You will then see both the invoice and the sales order will be marked as complete.
Which is exactly what should happen in terms of status of orders and invoices. So this part is working absolutely correctly.
But you currently have nowhere to put the customer A’s Purchase order number ABC0001 which is actually what should be showing on the Sales Invoice. Order number 125 (my sales order) is of no relevance to the customer in linking up invoice 43 to their purchase order ABC0001.
If I have understood you correctly, this is the crux of the problem correct? You are absolutely right. The internal sales order number 125 should not be showing on invoice 43 and when you change it to the customer’s actual purchase order number everything breaks in terms of sales order status.
@lubos himself added my topic below to the ideas category. Could somebody change this to the bugs category, because this is more a bug than an idea and is the reason why I am still to date not using sales orders. Because it’s not in the bugs category, I think he has forgotten about it. Sales order number should not be on the sales invoice. Even he himself agrees on this point.
Without the ability to include the customer’s purchase order details on the sales invoice, it breaks the whole workflow which for me is as follows:
Sales Quote-client sends their Purchase order-my Sales Order-my sales invoice