The Business Edge has a new feature that will allow you to decide at which point the system will warn you to check for your Customer’s purchase order. This new flag will allow you to select to see a warning in the first screen of order entry, last screen of order entry, allocate inventory or in the invoice creation
First, you must set your customer to require Purchase Orders. This option is located in the customer master file near the bottom of the screen under Customer PO options. This flag should be set to Yes in order to use the warning features. Once this flag is set to Yes, The Business Edge will require a purchase order for each order. This flag can be changed in Enter & Edit customers found here:
Accounts Receivable System
A/R File Maintenance
Enter & Edit Customers
or from top toolbar under Master Files
Customer PO options (shown below) can be found near the bottom of the first screen.
After the Customer’s flag set to require purchase orders the next step is to set the system flag. The system flag that controls the pop up is located in
Utilities
System Administrator System
System Set Up
Miscellaneous Setup
Enter & Edit Entity Flags
Order Entry Flags page 6 of 7 as seen below:
At this point you must decide where you would like the pop-up notification to appear. If you select to see the warning within either the first screen of order entry or the last screen of order entry The Business Edge will display a pop up as seen below:
In some cases, you may not get a Purchase Order number from your customer until after you add the products to the order and confirm stock. In that case if you select to see the pop-up notification in allocate inventory you will see the pop up shown below after you click on allocate inventory within order entry. This will force you to add the Customer P.O. number before proceeding with allocating inventory.
If you select to see the pop-up notification at invoice creation you will see the warning below and the screen to enter the P.O. number. After entering the purchase order number, The Business Edge will bring you back to the invoice creation screen. If you do not have a purchase order number you will not be able to proceed.
