ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Problem Reports - Repeatable >> Printing Customer PO on statements
http://www.istechforum.com/YaBB.pl?num=1126632516

Message started by kevind on 09/13/05 at 09:28:36

Title: Printing Customer PO on statements
Post by kevind on 09/13/05 at 09:28:36

When you choose to print Customer PO's on statements,
All Interest Charge and AR Voucher transactions only show
an Invoice # and amount.

I would suggest that AR-D set the PO # field = "Interest Charge"
so that something meaningful is printed.

While your at it, allow the PO field to be filled in when
entering AR vouchers also.

Both of these would make the ability to print the customer
PO # more useful. As it is now, I keep getting phone calls
about the statement lines that do not show a PO.

Title: Re: Printing Customer PO on statements
Post by kevind on 09/23/05 at 13:04:55

Am I the only one that wants to print the Customer PO on
statements and have the Interest Charge indicated?? ???

Title: Re: Printing Customer PO on statements
Post by David Waldmann on 09/24/05 at 04:09:35

On "regular" statements, mine shows "Finance Charge", but the new style that shows payment detail in the bottom section (that has other issues, and we don't use), yes, it would be nice if it had the description.

Title: Re: Printing Customer PO on statements
Post by lmk223a on 09/26/05 at 04:03:00

kevind wrote:

Am I the only one that wants to print the Customer PO on
statements and have the Interest Charge indicated?? ???

No, Kevin, you are not alone. We also, woud like to populate the PO Field in AR Vouchers so that customer statements show something meaningful! If the field exists on the form, how difficult would it be for the programmers to allow its customers to use it?

Linda
Circom Inc.

Title: Re: Printing Customer PO on statements
Post by Laura Oliver on 09/26/05 at 09:52:19

While this is the not the long-term answer...you could enter the Customer's PO on the description of the Sales Order, then it will print out on the statement.

Yes, you end up typing the PO# in twice on the SO header...........but there is enough room on the description line to not only enter the PO# but something else that is meaningful.

This is what we do.

Title: Re: Printing Customer PO on statements
Post by lmk223a on 09/26/05 at 11:05:10

Laura Oliver wrote:

However, AR-Vouchers are independent of SALES ORDERS and do not pull in any information that may be contained in the Sales Order Header. They appear on the monthly AR statement without reference to customer po. It would have to be manually typed on it, because AR-B does not allow the user to enter a PO number when creating the voucher.

Title: Re: Printing Customer PO on statements
Post by kevind on 10/13/05 at 07:19:48

We just ran statements for September (I know, it's 10/13, I'm
breaking in a new accountant!!) and when we printed Customer PO
on the statements, "Finance Charge" appeared!! YEA!!
(I updated between last time and this time)

Title: Re: Printing Customer PO on statements
Post by Lynn Pantic on 10/14/05 at 16:01:27

Glad you like it Kevin - we try to be as responsive as we can!! :-*