In This Topic
Some customers are only willing to pay the invoice they receive, when one or more of the following fields are printed on the invoice:
For these customers we have to make sure that at order entry the mandatory fields are filled in. This can be defined per specific customer (order account).
On creation and modify of the sales order header the system will check on these settings and ask the user to enter the values.
Setup
On the customer form (Accounts receivable > Customers > All customers) the optional mandatory fields are added to the Sales order defaults fast tab.
| Customer reference is mandatory |
Indicates whether the field customer reference is mandatory when creating a sales order
The existing field with type NoYes, will be hidden when the parameter Customer reference is mandatory V2 is enabled and will be replaced by a new field with type Enum with the following options:
- No: Customer requisition is not mandatory
- Mandatory - unique: Customer requisition is mandatory and the provided value must be unique
- Mandatory: Customer requisition is mandatory, the provided value does not have to be unique
- Unique: Customer requisition is not mandatory but the provided value must be unique (2026Q4 release)
Technically a new field will becomese visible and the old one will the old one when the parameter Customer reference is mandatory V2 is enabled in the accounts receivable parameters (sales order optimizer tab). It also will execute the data upgrade job Order entry optimization - CustTable customer reference V2, automatically within the current company.
These jobs can be found in System Admininistration > Inquiries > Data Upgrades |
| Customer object is mandatory |
Indicates whether the field customer object is mandatory when creating a sales order |
Note
It could be that Customer site is not visible. Customer site is a separate module which needs a separate license.
