Tracking Purchase Orders
You can enter a purchase order number in Call Activity Recording. Some companies require purchase orders for service billings. You specify whether a customer requires a purchase order in Customer Data Maintenance. The customer value defaults to each end user associated with the customer.
If the end user requires a purchase order, you can enter a call, but you cannot record activity for it until you specify a purchase order.
If the end user does not require a purchase order, you can use the purchase order field for reference. If you specify a purchase order, it is printed on the call invoice.