5 Replies Latest reply on May 5, 2008 1:57 PM by James McCord

    Customer Reference Number Not Carrying Forward

    Jody Green

      We use the customer reference field on quotes, orders and invoices as the customer P.O. but for whatever reason, B1 does not automatically pass this field to the next document.  Therefore, we have to re-enter it on every document and obviously this can cause errors.  We are using 2004A (6.70.190) SP:00 PL:37. 

      Is there a way to make the P.O. transfer automatically?  Also, we have found similar issue where the shipping type carries forward from Order to Delivery but not to invoice.  The invoice shows the customer default shipping type .  This has caused confusion. 

      Anyway to fix these?