How To: Change the PO reference on an Issued Sales Order
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If a customer has provided a new purchase order (PO) reference, or the wrong PO reference was entered on a sales order, you can update it after the order has been issued.
This can be particularly useful when a customer will not process payment because the PO reference shown on the order or invoice is incorrect.
Before You Start
- All sales order forms must be closed before you can make this change, including the Sales Orders List tab.
- PO references can only be updated one invoice at a time.
Update the PO Reference
- Open a Sales Invoice Manager screen (show me how).
- In the Staged Processing tree, locate the required sales order in the Issued stage.
- Right-click the sales order and select Edit Invoice Detail > Change PO Reference.
- Review the PO reference shown in the pop-up window.
- If the reference is incorrect, overwrite it with the correct PO reference.
- Click OK to save the change and close the window.
- When the confirmation message appears, click OK.
Additional Information
- The PO reference is updated for the entire order.
- If invoices have already been issued, reprinting them will show the updated PO reference.
- Changes made to the PO reference are logged and can be tracked for audit purposes.