Thanks for the reply, though that is not good news.
it could be the deal breaker for us. Just that one small thing. Most of our trade customers refuse to pay an invoice if it does not contain their purchase order number. I am surprised this has not cropped up before. Surely good practice for any organisation would be to have customer purchase order number on the invoice. If we send 10 invoices to a customer how would they know which is which?
Hopefully someone can help me think of a workaround
The easy, if not elegant way to get around it is to create a custom field:
Setup, Customize, Custom Field , Create a new Custom Field, choose Sales Invoice from the Document dropdown, then Edit in fullscreen. Use a label like Customer PO Number and choose whatever options. Check the List box.
Then Setup, Printing, Print Format, click New upper right . Choose Sales Invoice from the Doctype dropdown , Edit. You should be able to add the custom field from the list on the left.
Ideally, you should be able to link the created field with the actual one to avoid duplication. I’m quite new to this so I may be missing another way to add it to Sales Invoice.
I believe you want to link to Customer’s Purchase Order , po_no , field 13 in Sales Order doctype. How to do so I’m not certain but I suspect one of the more knowledgeable people will make quick work of it. Here’s a couple links that may be useful while you wait:
I can see I need to pull field po_no from the tabSales Order table and insert it into Customise Sales Invoice and then add to the New Sales Invoice print but no idea how, or even if it is possible, But this is essential. Any more ideas?
In the Sales Invoice try changing Type to Link and in Options put: Sales Order. See if you get either the PO number in the field when you Get items from the Sales Order , or an error message that has any additional.
Given that you’re on the cloud solution, I would create two fields. I’m assuming you’re making this invoice manually and not with the make sales invoice button in sales order.
One for a reference to the sales order, so field of type Link with Sales Order in the Options (as @smino mentioned). I would name the field Sales Order. I may also set Print Hide as true if I don’t want it printed.
Then I’d create another field called po_no and make it of type Read Only. And in Options: sales_order.po_no
Selecting a sales order in sales invoice should then fill in the po_no field.