With the ability to add separate contracts to jobs we have a need to add the contract number to each contract. We need a place under the contract to add the PO/Contract number and still be able to bill them separately. This could also allow us to have multi contracts and not have a new customer number for each one.
Company | Western Allied Corporation |
Job Title / Role | billing |
I need it... | 6 months |
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The ability to default in the customer PO on invoices was released in Spectrum 2020 R1. Add the PO to the contract and you are good to go.
Please make the contract number searchable from the Contract grid screen. We often have to search a job by contract/PO number because that is all the customer puts on their AR remittance/check stub. Currently Contract No is searchable on the job grid screen