How do I add our vendor assigned account number to a purchase order? I have the account number field set up to print on the purchase order and it does appear in the purchase order screen, but the system does not automatically fill in the account number field on the purchase order screen. I would rather not have to remember all of my account numbers or have to open the vendor edit screen to copy the account number every time.
Welcome to Community, @HKurash.
I'll share some information about adding your vendor's assigned account in the Purchase Orders. Currently, the option to do this is unavailable. You'll want to send a product suggestion for this to get added in the future.
Let me guide you how:
Meanwhile, you can manually add your vendor's account info in the Description or Memo section as a workaround.
I'm also adding this link here in case you need help with other vendor-related tasks. It has our general vendor topics with articles, video, and Community user's post that'll guide you along. Just choose a topic that fits your concern: Expenses and suppliers.
Feel free to leave a comment below if you have follow-up questions or concerns with purchase orders. I'll be around to help. Take care and be safe.
I attempted to follow your instructions - Gear/Profile/Feedback, but this is only a screen in which I can respond. There are no instructions that will "guide me through the rest".
Please note, I have the account number selected under custom items on my purchase order and it is selected to print on the form. I do have a spot to fill in an account number but it does not automatically propagate from the account number that is saved under the vendor profile. Is there a way to have it automatically propagate? Having to remember the number or look it up each time I create a PO is rather cumbersome and time consuming.
Now that I read your response in more detail, I now understand what you were saying. I will send the feedback. I have to admit that this is rather shocking that it isn't already available. All other custom fields self propagate. Not sure why this one wouldn't.