"Change Order - PO Update" tool makes it easy to add a Customer PO number to an order.
If an order must be entered without a customer PO, or if the order is Fall Bill, use the Change Order - Update PO tool to add the PO number to the reference order.
Follow these steps:
- Log into FDM4 and search for the Change Order - Update PO tool and click Run
- Enter the Reference Order Number into the Reference Order Number field
- Click Load Order
- Type in the Customer PO number in the New PO field
- Click Update Order
The PO will update for all open orders associated with that Reference Order Number.
Why not use the Order Number field?
Using Order Number will only update a single order. Since most orders are split based on the warehouse, using the Reference Order Number streamlines the process.
**Reminder: Game One's policy is that orders should not be entered or released from quotes until the customer gives you a purchase order number (when required for invoicing). Being proactive about obtaining customer POs will save you time and make it easier to invoice and collect payment.