Customers: Require Order Numbers

If your customer requires an order number to be provided in order for any work to be carried out, this can be configured within the Accounts tab of the Customer record. In all cases, requiring an order number can not be bypassed, so an entry must be made in the Customer Reference field of the associated job, contract, or sales order, before you can proceed.

Jobs
Within the Jobs section, the Order No field has a dropdown with various options:

  • Not Required – No order number is required for this customer
  • Required Before Job – An order number is required before a job can be allocated to an engineer
  • Required Before Complete – An order number is required before a job is set to Complete status within Protean
  • Required Before Invoice – An order number is required before a job can be invoiced

Hire Contracts
Within the Other Details section, the Hire Contract Ref No field has a dropdown with two options:

  • Not Required – No order number is required for this customer
  • Required Before Agree – An order number is required before a hire contract can be agreed

Sales Orders
Within the Other Details section, the Sales Order Ref No field has a dropdown with two options:

  • Not Required – No order number is required for this customer
  • Required Before Place – An order number is required before a sales order can be placed

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