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Good Day,
I am creating a confirmation template under Send Forms the Edit P.references This template will email from the sales order with the packing list/sales order attached. On my sales order I have a P.O. No. field. Example: Once I create a sales order the S.O. NO. populates with a S12345 and then I insert PO 8S585 into the P.O. NO. field.
I would like the subject line to say:
Confirmation Number S12345 for PO# 8S585.
I have the coding in the template as: Confirmation Number <NUM> for PO#
but I don't have the code for the PO in order for the system to list what is inserted into this field.
Does anyone know the code that I need to use for the P.O. No. to populate in the field?
I have tried:
- <PO>
- <P.O. No.>
- [PO]
-[P.O. No.]
Hello there, @DBETHEA.
The option to add a code for the P.O No. field on the sales order email template is currently unavailable.
I understand you want to generate the P.O number automatically by creating a code when emailing your sales order. However, QuickBooks will only generate the form number (S.O No.) on the email template. As an alternative, you can consider entering the P.O No. manually from the subject line before sending the email.
Also, I encourage you to submit feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To send feedback, please follow the step below:
To learn more about customizing email templates, you can read this article: Create custom email templates in QuickBooks Desktop.
Fill me in if you need further assistance customizing email templates. I'm still open to your replies, @DBETHEA.
Thank you Mark! I sent the feedback!
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