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 Maintenance menu, select Customer and open a customer maintenance record.
Select the Customer P/O Required and Customer Release Number Required check boxes, as necessary.
Save your changes and exit the window.

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

From the Maintenance menu, select Customer and open a customer maintenance record.
From the Additional menu, select Additional Customer Information to display the Additional Customer Information window.
Populate the Default P/O Number and Default Release Number fields, as needed.
Save your changes and return to the Customer Maintenance window.
Save the customer record and exit window.

To specify valid purchase order numbers:

From the Maintenance menu, select Customer and open a customer maintenance record.
From the Ordersmenu, selectValid P/O Numbersto display the Valid P/O Numbers dialog box.
Enter any of the following:

P/O numbers.
A string of characters followed by a right square bracket (]). For example, entering ABC] requires P/O numbers starting with the string ABC, such as ABC1001 and ABC1002.
A string of characters proceeded by a left square bracket ([). For example, entering [ABC requires P/O numbers ending with the string ABC, such as 1001ABC and 1002ABC.
A string of characters proceeded 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.

Save your changes and exit the dialog box.
Save the customer record and exit the window.