So Order NOT copying Customer PO number

Hi, 

We recently upgraded a client from v4.4 to v5.3. 

In Sales Order Entry -> Copy From -> Invoice History, "Cust PO" field data doesn't get copied over. They used to be able to this.

Please help.

Parents
  • 0
    Change made in version 2016 due to duplicate customer PO's being allowed on multiple SO's. You must have the role for the SO module set to Allow Duplicate Customer PO's. There are also selections in SO Options Entry tab for checking for Duplicates.
  • 0 in reply to Linda KR
    Thank you for the reply.

    Even when logged in as Administrator, with full rights "role", Customer PO field still doesn't get copied over, regardless how we set "allow duplicate PO" option.

    Please help.
  • 0 in reply to digitmasters
    Linda is correct. In Role Maintenance on the "Module Options" under Sales Order there is "Allow Duplicate Customer PO Numbers". When you do a new install, this will not automatically be checked so you need to go in and check it. When I do this and have all of the SO Options unchecked, the customer PO number does copy over from Invoice History. Please take one more look at your settings.
  • 0 in reply to Diane C.
    hi Diane,

    Thanks for the reply. Here is what I did:
    1. log in as a user in Administrator Role
    2. make sure "Allow Duplicate Customer PO Numbers" In Role Maintenance on the "Module Options" under Sales Order is "CHECKED".
    3. make sure everything under "files to check for duplicated customer PO numbers" in SO Options unchecked.

    But still having same problem.

    please help.
Reply
  • 0 in reply to Diane C.
    hi Diane,

    Thanks for the reply. Here is what I did:
    1. log in as a user in Administrator Role
    2. make sure "Allow Duplicate Customer PO Numbers" In Role Maintenance on the "Module Options" under Sales Order is "CHECKED".
    3. make sure everything under "files to check for duplicated customer PO numbers" in SO Options unchecked.

    But still having same problem.

    please help.
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