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Overview

Excerpt

By enabling this setting, salespeople must be aware when entering a valid value in the Customer PO # field in the following screens: Standings Orders, Prebooks, and Order Entry.

 

Instructions

To enable this field as required for a particular customer, please follow these steps:

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Go to Setup > Customers.

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Select the desired customer and click on Edit link under Actions column.

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 Confirm the checkbox is unchecked, check it and save the changes.

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As soon you create an order in any of the screens mentioned at the beginning of the article, the Customer PO # field will require any valid information in order to continue with the process.

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