ISTech Support Forum - Printing Customer PO on statements

kevind

Active Member

I was more than
willing to
"pony up",
how b'out U?

Posts: 634
Gender: male

Printing Customer PO on statements
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.

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Kevin Damke
Spectronics Corporation
ISTECH 2004.1 7/26/13 SP1 - 20 user
Evo-ERP Build 7/25/13 T7 -7i R6 - 3 user
(Prev version was 2004.1 10/24/12)
(All Patches Installed as of 7/26/13)
Pervasive 2000i SP4 - Crystal Reports V10

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kevind Active Member I was more than willing to "pony up", how b'out U? Posts: 634 Gender:	Re: Printing Customer PO on statements Reply #1 - 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?? ???
Back to top	Kevin Damke Spectronics Corporation ISTECH 2004.1 7/26/13 SP1 - 20 user Evo-ERP Build 7/25/13 T7 -7i R6 - 3 user (Prev version was 2004.1 10/24/12) (All Patches Installed as of 7/26/13) Pervasive 2000i SP4 - Crystal Reports V10 IP Logged

David Waldmann Active Member Live to work, or work to live? Posts: 1919 Gender:	Re: Printing Customer PO on statements Reply #2 - 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.
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lmk223a

Senior Member

Accountant

Posts: 377

Re: Printing Customer PO on statements
Reply #3 - 09/26/05 at 04:03:00

Quote from 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?? ???

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.

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EVO/ERP 2007.2 3/2708 update, 15 users
Linda Kucan

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Laura D. Oliver

Active Member

Posts: 985
Gender: female

Re: Printing Customer PO on statements
Reply #4 - 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.

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Laura D. Oliver
classic DBA since 1997
EVO on Amazon server as of 5-2022
DIXIE PRECISION INC.
Birmingham, Alabama
(205)- 841-8400

www.dixieprecision.com

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lmk223a

Senior Member

Accountant

Posts: 377

Re: Printing Customer PO on statements
Reply #5 - 09/26/05 at 11:05:10

Quote from 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.

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.

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EVO/ERP 2007.2 3/2708 update, 15 users
Linda Kucan

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kevind Active Member I was more than willing to "pony up", how b'out U? Posts: 634 Gender:	Re: Printing Customer PO on statements Reply #6 - 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)
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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Printing Customer PO on statements Reply #7 - 10/14/05 at 16:01:27 Glad you like it Kevin - we try to be as responsive as we can!!
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