Hi
Wondering if it is possible to configure a specific customer contract to require a PO# in the billing field before work can be done or the ticket assigned to an agent? We have some customers who require a PO for each SV ticket and sometimes our office team forget to request before they send a technician to site. Then we cannot charge the hours until the customer PO is provided and often slows the invoice several weeks.
Best answer by Joshua Liem
I believe it requires customisation to make PO mandatory from a certain point in an order.
Hi Megan,
You can set PO mandatory for each customer if it helps.
Hi Megan,
You can set PO mandatory for each customer if it helps.
Hi Joshua,
OK, that looks like an option. I’m manually logging tickets and the PO is required but many of our customer tickets come through via another external ticketing system interface so how would that work?
+23Hi Megan,
Agree with Joshua. I believe the check for the PO number is done in the UI and not on the server. If this is the case, to do a server side check when saving will likely require a customization change request.
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