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How Do I Record a Purchase Order Reference on a Bill

Sumung does not have a dedicated Purchase Order record or workflow. If you reference purchase orders internally, use the "P.O./S.O." field on the bill form to…

Steps

  1. On the New or Edit Bill form, find the "P.O./S.O." field near the Bill # field.
  2. Type the purchase order or sales order number you want to associate with this bill, for your own records.
  3. Save the bill as usual.

Good to Know

This is a free-text reference field only - it does not link to a separate purchase order record, approval flow, or status tracker.

Related Articles

  • How Do I Create a Bill in Sumung?
  • What Is the Difference Between Bills and Receipts in Sumung?
  • How Do I Add Notes or Attachments to a Bill?

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