SOP: Customer PO – Required
HelpID: 502622009
Customer PO-Required supports making the Customer PO Number field required for All Customers, or only for specific Customers. This Tweak can be used together with the Require Unique Tweak so ensure both that a PO is provided and that there are no duplicates. Or, it can be used together with Check For Duplicates to both require a PO and warn the user if there is a duplicate.
Setup
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack
Mark the box next to TWK-SOP: Customer PO – Required*.
This feature requires additional setup. Double-click on TWK-SOP: Customer PO – Required* to open the SOP Customer PO Setup window.
In the SOP Customer PO Setup window, enter Customers who require a Customer PO Number on sales transactions. Or, mark the Apply To All Customers checkbox.
Click DONE.
Click DONE on the GP PowerPack Setup window.
The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.
All document types are affected when this feature is enabled. The Customer PO Number field will be set as a required field. Like other required fields, you will not be able to save the document without providing a value for the field.
The control will also be applied to existing documents. For example, if you scroll through documents using the scroll buttons and retrieve a document for a Required PO customer, you will prompted to Save the document before leaving the document. If no Customer PO Number has been provided, this will trigger the Required Fields logic to ask you to provide data for all required fields.
This Tweak has an integration to Compass Retail Point of Sale. If a Customer requires a Customer PO, when the user clicks into the scrolling window in the Sale window, the Customer Detail window will open and the Customer PO Number field will be required.