The Business Edge has a new feature that will allow you to decide at which point the system will check to be sure you have a PO Number for your Customer when it is required. In the past the system only checked for a PO Number upon leaving the first screen of an Order. This new flag will allow you to select to see the warning as you exit the first screen of an Order, as you exit the last screen of an Order, in Allocate inventory or the Invoice creation screen.
First, you must set your Customer to require a PO Number. 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 PO Number 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 PO Numbers 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 PO 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 PO 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 PO Number. After entering the PO Number, The Business Edge will bring you back to the invoice creation screen. If you do not enter a PO Number you will not be able to proceed.
