Requiring Purchase Order or Release Numbers on Web Orders

You can require that customers enter a purchase order or release number when placing web orders. You can also check for valid purchase order numbers that you specify, or set up a default purchase order or release number for a customer. These settings apply to all sales orders, including those from within the Eclipse system and through the web site.

An asterisk (*) next to the Purchase Order # or Release # fields on the Shipping Information page on the web site indicates a required field. If valid purchase order numbers are set for a customer, a drop-down list shows the valid numbers. If a default purchase order number is set, the Purchase Order # field populates with that number. In this case, the system does not check for valid numbers.

To require a purchase order or release number:

From the Files menu, select Customer and open a customer maintenance record.
In the PO/Release # Required field, press F10 and select one of the following:

Code	Name	Description
P	PO#	Purchase order number is required.
R	Release#	Release number is required.
B	Both	Both purchase order and release numbers are required.
N	None	No numbers are required.

Press Esc to save your changes.

To set up a customer's default purchase order or release number:

From the Files menu, select Customer and open a customer maintenance record.
Use the Add'l Info hot key to open the Additional Info screen.
Use the Misc Cust Info hot key to open the Miscellaneous Customer Information screen.
Populate the Default P/O Number and Default Release Number fields as needed.
Press Esc to save your changes.

To specify valid purchase order numbers:

From the Files menu, select Customer and open a customer maintenance record.
Use the Add'l Info hot key to open the Additional Info screen.
Use the Valid PO #s hot key to open the Valid PO Numbers Selection screen.
Enter any of the following on the selection screen:

P/O numbers.
A string of characters followed by a right square bracket (]). For example, entering ABC] requires P/O numbers that start with the string ABC, such as ABC1001 and ABC1002.
A string of characters preceded by a left square bracket ([). For example, entering [ABC requires P/O numbers that end with the string ABC, such as 1001ABC and 1002ABC.
A string of characters preceded by a left square bracket and followed by a right square bracket. For example, entering [ABC] requires P/O numbers with ABC anywhere, such as 1ABC001 and AB1001C.

Press Esc to save your changes.