Name of Feature/Request: Auto Populate PO# and Name in Ref #: when using Receive Items or Create Bill from PO
What financial, time savings, or quality of life improvements will occur from this: To create consistent Number between POs and Bills | Frequency: Multiple times weekly as POs are received | When receiving bills from vendors they were able to search for bill numbers using the PO# that was submitted. They would like to have the reference field match the PO# so that it is a consistent match between the two records
Attempted Solutions So Far: Manually entering in the PO# into the reference field.
receiving staff would need to update the Reference field manually
Using the PO field in the Bill for Received Items screen
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Sage would use the same PO# for the Bills
StrivenID: 4553620