Hi Dominic,

If you select Settings > Invoice and Order Defaults > Update Ledgers, you can assign which numbers are picked up for the reference field which will then show on your statement.

If you need to show the Invoice number as the reference, you can update the Ex Ref with the Order number and we can amend your statement layout to pick this up.

If you need us to amend your layout, please get in touch again and we can arrange this for you.

Regards,

Adam

Sage UK

Hi Adam,

Thank you kindly for your response. We have tried your suggestion and it doesn't quite work for us. It did allow us to add what we call a 'Job Reference' which is a data field pulled in from our CRM software (Clarity) but the report designer for a Customer Satatement does not allow us to pull in the data field from the customer invoice that is the 'Customer Order Number'. We use the EX_REF to pull in the 'Job Reference' for other reports and not 'Customer Purchase Order Number'. Is there any way around this? Ideally we need the report to reference two different bespoke fields or allow us to change the target for EX_REF over different reports so it points to different fields depending on which report we run.

kind regards,
Dom

I have the same problem, our customer required us to always quote their PO numbers in the statement but on SAGE there isn't a field to add it

On the order tab of the Quotation/Sales Order/Invoice module, there is an option to record Customer Order No. Then you may need to simply add the field to your statement layouts.

Sorry. This probably won't help you then as I re-read the original question and  see you import your invoices so that field may not be included.

No Michael, I create the invoices directly on SAGE and we can't add the field to the statement layouts, which I found disappointing since it's well known that customers always reference the work with their PO numbers

Hi Michael,
Even though we import invoices to Sage from third party software, the PO number is still part of that data and if we print a sage invoice, the PO number is present. However there is no option to add that field into the Statement Report. Having looked at all the data fields available within the Statement Report Designer there is nothing we can see which references the "Customer Order Number". Still desperately need this resolved if anyone has the solution please do tell.

Hi Dom and MG.

I can confirm that if you have the Purchase Order Number entered into the Customer Order Number field of the Invoice, we can definitely get this added to your statement.

However this involves us creating a data join to pull through the Invoice table into the Statement which I believe would be best handled by one of our technicians over the telephone or Web Chat.

Please contact us on 0845 111 55 55 or via Web Chat and we will be happy to set this up for you.

Regards,
Adam
Sage UK