Where can we see the Purchase Order Terms associated with a specific invoice within SourceDay Invoice Automation?
The Purchase Order's Terms Code can be seen on the display field on the Invoice Automation Dashboard, after the PO Line has been associated to the Invoice Line. The PO Terms Code is also included in the CSV export from the Dashboard.
Terms code shall appear to the right of “Buyer Name” column, and to the left of “Status”.
Terms code shall appear in the CSV export to the right of Buyer Name and to the left of Item.
How Do I Do It?
Once an invoice has been processed you would be able to view the PO Terms Code.
1. Click on the Invoice # which will drop down the individual lines.
2. Next to Buyer Name you will see the PO Term Code for that specific Purchase Order
Where to find on CSV export
Once the CSV is opened you can see the PO Term Codes Nest to Buyer Name and before Item