Hello again...

In my continual quest to finish the testing of the OE system for invoicing here at ALSI, I ran into a bit of a snag. I have read the help menues and I still cannot seem to get it working.

In Accounts Receivable we use:

Reference: Order number (workorder number)
Description Line 1 (description of project)
Description Line 2 (profile profile number)
Optional Field 1 (used for PO Number)

They were imported fields from a third party software program and I need to get that data into OE to feed to AR.

So, in OE, I have thus far:

Reference: Purchase Order (which feeds to AR)
Comments Line 1: Project Description (does not feed to AR)
Comments Line 2: Profile Number (does not feed to AR)
Optional Field: Not used since the OE "Order Number" will be used as our Workorder number which feeds to the AR entry line "Description Line 1"

I think I am just confused on the mapping. The reference goes to the reference line. The OE order number goes to the Line 1 description line with a long text: OE: Original Order# XXXXXX".

I need to figure out how to get the remaining two items to AR. I tried the optional fields in OE but they didn't feed to AR after testing.

Also, is there a way to modify the obove text from OE to AR to just show the OE order number instead of the whole statement "OE: Original Order# xxxxxx"?

Thank you in advance for any suggestions!