Assign a purchase order number
When to use this procedure
Use this procedure when a customer has a purchase order number (PO#) for the sale or order, for example, a school district account.
Steps to complete
On the Sales Invoice window, Layaway window, Approval window, or Proposal window, enter a purchase order (PO) number in the PO# box. If the PO number is unknown, type HOLD in this box. The invoice will be saved to the customer's account but will not be included in statements until a purchase order number is assigned.
For purchase order numbers with a spending limit, press F6 to select a purchase order on the Select PO window. The amount used on the spending limit automatically increases by the total of the invoice when you save it. A warning displays if the spending limit is exceeded.
Hint: Tri-Tech recommends that you always press F6 and verify the purchase order spending limit for a customer.
PDF Downloads