Some users will elect to set the “Customer PO Required” option in the order module setup. When this is done every order will be required to have a customer’s PO attached to it. When a Customer calls, they may know their PO number. In this case, the Customer PO Query screen will allow you to quickly find their order.
There are three ways to look up a customer’s order from this screen:
- Enter the customers number – any purchase orders from this customer will be populated in the fields below
- Enter the customer PO number – If you know the customers PO number you may type in the query field and a list of all PO is with that number and the customer will appear below.
- Enter a customer number and PO number – If all information is known and entered, you will be presented with an exact match.
Once you know the customer PO and customer that you are looking for, you only need to double click on any of the three fields to be taken the document's query screen.