SuiteProjects Pro Power-Up Series: Customer PO Management
Are you struggling with managing customer Purchase Orders manually in your project workflow? Watch this Power-Up Series video, where we'll explore the flexible customer PO management options available in NetSuite SuiteProjects Pro. From simple solutions to advanced PO tracking, we'll show you how to streamline your billing process and maintain clear visibility into PO balances.
Key Takeaways:
- Discover simple approaches using custom fields to store PO numbers on project properties
- Learn how to display customer PO information directly on invoice layouts
- Explore advanced PO object creation and management within SuiteProjects Pro
- Understand how to configure billing rules to draw down against specific POs
- Gain insights into real-time PO balance tracking during the invoicing process
- See how multiple POs can cover single projects or single POs can span multiple projects
Don't let manual PO management slow down your billing process. Whether you need a basic solution or comprehensive PO tracking, this Power-Up Series video will show you how to choose and implement the right approach for your business needs. Improve accuracy, enhance client communication, and gain real-time visibility into your PO balances.
Frequently Asked Questions
If I am storing a customer PO on a project, can it be displayed on invoices?
Yes, within the invoice layout, you can add project fields to display on the invoice. Note: This only works with one project per invoice setting.
Can multiple projects draw down from the same customer PO record?
Yes, the customer PO is associated to the client so it can be shared across projects.
Where do I go to create customer PO records?
Navigation is Administration-->Application Settings-->Invoices-->Customer POs
Other than assigning a customer PO to the project, are there any other actions needed?
Yes, the customer PO also needs to be assigned to billing rules.
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