Our invoices always include our customer's purchase order number. When printing a statement in AR for the customer, I can't seem to get the data for the PO. Is there a way to specify that I want that information to get from Invoices to AR? When going over balances due with our customers, they refer to their Purchase Order number, and without that available in AR, it's difficult to talk apples to apples.

Thanks in advance,
Karen

Hi, Karen,

In IN, enter the PO number in the Ref field on the BillTo tab. This is passed to the Ref field in AR and you'll see in in on the Customer Transactions screen. In AR statements, spec code L4 reports this information in the 'Detail -with matching' section.

Hello Karen,

You can control which fields are sent to populate the reference and description fields in the Receivables transaction by changing options in the Edit | Company Profile | Print/Post settings of Adagio Invoices. PO Number is one of the fields you can "send" to the transaction description. Presumably, you'd want the invoice number (reference) to be sent to Receivables too.

Thank you! Settings in Invoices were already set to have the PO number transfer, so I just needed to add the spec to the invoice form.
It's great that you're available to help with these questions as trying to figure out even the simple ones seems to take too much time away from what I should be doing in the office - helping generate sales!

BTW - I'm posting another question.....after I submit this response!