When the Compulsory PO number on Bookings is ticked on the company record, it is the trigger at the time of creating an invoice where the funeral director is the bill to company, that a purchase order number is required to proceed with the transaction.
If the PO number is not entered, the user will be presented with an error message.
The user must go back to the booking summary screen, change attributes, record the purchase order number in the appropriate field and save.
When the user returns to the sales order, they will be able to proceed with creating the invoice.
A fix has also been applied, where a PO is required for a Company, invoices previously blocked on Sales ID for any business / person that is not the funeral company on the summary screen.
The change has been made so that now when looking for PO requirement it looks on the bill to company not the company on the sales summary screen.
The PO number prints on tax invoice for reference purposes.
