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Level 1

sales order - duplicate customer PO numbers

I am looking for a way to get a warning if a customer's PO has already been entered (similar to the check on the billing side that will warn me if I enter the same invoice number from the same vendor twice).  Currently, if the same PO is sent to order processing twice, there is no way to catch it and double entering the same order is not good.

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QuickBooks Team

sales order - duplicate customer PO numbers

Hi there, @Becky2019.

 

You can go to the Preferences and turn on the Warn about duplicate purchase order numbers option from there. This way, you'll receive a warning if PO numbers are entered twice. Let me guide you through the steps.

 

  1. In your QuickBooks Desktop, go to the Edit menu and select Preferences.
  2. In the Preferences window, select Items & Inventory from the left panel.
  3. Go to the Company Preferences.
  4. Put a checkmark in the Warn about duplicate purchase order numbers option.
  5. Click OK to save the settings.

However, if you want to get a warning for duplicate sales order numbers, you can go to the Sales & Customer section from the Preferences window. Here's how:

 

  1. In the Preferences window, go to the Sales & Customers section.
  2. Go to the Company Preferences.
  3. Put a checkmark Warn about duplicate sales order numbers option.
  4. Click OK.

Just in case you want to use the purchase order management worksheet in the future, you can check out this article for more guidance: Use the purchase order management worksheet.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

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Level 1

sales order - duplicate customer PO numbers

My question is about  a warning for duplicate purchase orders FROM THE CUSTOMER.

 

This solution gives a warning if I create two Purchase Orders with the same number. What I’m looking for is a warning if, when entering a sales order, I am entering a duplicate purchase order number from that customer.

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QuickBooks Team

sales order - duplicate customer PO numbers

Thank you for getting back here in Intuit Community, @Becky2019.

 

Yes, you're right. The first solution provided by my colleague will give a warning if you create two purchase orders with the same number. 

 

Since you need it for duplicate purchase orders from the customer, you can follow the 2nd solution. The steps provided will warn you of duplicate sales order numbers.

 

If you need an easier workflow for your sales orders, you can check out this helpful guide: Use the Sales Order Fulfillment Worksheet.

 

Stay in touch with us if you have other questions. I'll be here to keep helping whenever you need additional assistance.
 

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Level 1

sales order - duplicate customer PO numbers

I don't think you're understanding my question.  The issue is the customer's purchase order number (a field on our sales order).  If for whatever reason someone tries to process the customer's PO twice (create separate sales orders for the same purchase order), I would expect a warning (similar to what I get in a/p if I try to enter the vendor's invoice number twice).  Is there a way to do that?

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QuickBooks Team

sales order - duplicate customer PO numbers

I appreciate you for sharing the details with us, @Becky2019.


Purchase Order (PO) and Sales Order (SO) are different types of transactions and both custom-able. Thus, QuickBooks does not prompt you if the PO number of that customer is used for the SO transaction.

 

As a workaround, you can consider looking for a third-party app that has the feature you need. You can go to the App Center and search for an app from there. 

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Also, I encourage checking our Income and expenses page to learn some tips and best practices in managing your income.

 

Please let me know by leaving a comment if you need anything else. I'm always around to assists you. Have a great day and stay healthy!

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