Allow to use PO# instead of Invoice # in Cash receipt Import

Allow to use PO# instead of Invoice # in Cash receipt Import

As more electronic cash receipt files are based on the customer PO and not invoice number or order number I suggest to allow to use PO# in column H instead of Invoice #. The system will then check if the value is a valid invoice and apply the payment to the invoice or valid PO and using the CPPOREF will get the invoice and apply to the invoice. There is a potential issue if the same PO was used for more than one invoice and I am not sure how to handle this situation. This will be a huge help for customers like Amazon. I already created a modification for an 8.2 customer and think it will be a valuable feature in 8.5.

The following post was created by Avi Weissbard from Cybermac software LLC on 7/8/2020 in our old Knowledge Base.