Wednesday, November 14, 2018

Add the PO# field in a standard Sales Order and Sales report.

1. Navigate to Reports > Sales Orders > Sales Orders by Customers > Customize Summary.

On the Edit Columns section, add a column for PO# (Bookings folder > Reference Number).

3. On Report Preview > click on the Reference Number column.

4. Edit the Column Label field to PO# or Purchase Order Number.

5. Rename the report.

6. Save.

Note: Sales Orders by Customers report is only used as an example. This is applicable to all standard Sales Orders reports and Sales reports.  For Sales Reports, Reference Number is found under the Sales folder.



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