Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Contracts, Projects & Invoices Purchase Order Number Field

Add a Purchase order number field to Contracts, Projects & Invoices.

  • Guest
  • Jan 10 2024
Business Impact

This allows reporting to be done based on Purchase order number given by a customer. This helps when having multiple projects that use the same Purchase Order Number from the customer or when a customer gives a blanket purchase order.

Industry Vertical Technology
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  • Admin
    Jeff Suwyn commented
    6 Feb 08:47pm

    Thank you for your suggestion.

    For Project invoices, customers use the External Document No field to populate the PO Number. There is the 'External Project No' Field on the project card that also flows over to the posted project invoice. Both fields could be used for the PO Number

    We will look at adding the same fields to the contract invoices.

    You can add a comment line to your Invoice setup and type in any information you want such as PO number and that will be included on every invoice that is created in the detail section of the invoice.

  • Guest commented
    10 Jan 05:45am

    This field is similar to the External Document Field.