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Make PO's mandatory for certain accounts

When a customer places an order, they get the option to fill in a PO number. This isn't a mandatory field though as some customers don't use PO's. Many customers refuse to pay an invoice without a PO though, so for those who do have this policy in place, I would like to be able to make adding a PO mandatory.

We are always going to have some customers who need a PO and some who don't, so a blanket rule for all isn't going to work. This would need to be something we could made mandatory only for certain accounts.

  • Helen Lovett
  • May 8 2018
  • Already exists
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  • Admin
    Jenna Culshaw commented
    May 12, 2018 07:36

    Hi Helen, 

     

    Good news! This is already possible.

    Whether a PO is mandatory for an account is defined per training provider too, you can require a PO for a customer when they book with one provider but not another, so it's quite flexible.

     

    To access the settings for this, go to Administration > Account Finance Settings > open the 'Options' tab

    1. Within the page make sure you have the correct training provider from the drop-down list at the top of the page

    2. Select the 'Account' radio button and then search for the account that you would like to require a PO for booking

    3. Once you have selected the account you'll be presented with some finance override settings for this account only, PO Mandatory is one of these, tick this option and click save.

    We have more information about this on our help guide:

    https://confluence.accessplanit.com/display/HG/Account+Finance+Options#AccountFinanceOptions-Howtomanagecustomerspecificfinanceoptions 

     

    If you need any help with this please get in touch with the team on the helpdesk!

    Thanks, 
    Jenna

  • Helen Lovett commented
    May 17, 2018 08:59

    Ah yesthat's fab - thank you so much!! :-)