Changing a customer's purchase order number

If Yes is selected for the Allow Access to Maintain Cust PO # field on your operator record, you can change a customer's PO number on a sales order after the order has been shipped or invoiced. The PO number cannot be cleared if the customer on the order requires purchase orders. If activated in SA Event Manager Activate Event, an event triggers a notification to the designated operator when the PO number is changed.

  1. Select Sales > Entry > Order.
  2. Click Maintain Customer PO on the task bar.
  3. Specify the order number.
  4. Specify the new purchase order number in the Customer PO field.
  5. Click Update.

    If you reprint the customer's invoice using the print on demand feature, the new PO number is reflected on the invoice.