To help you add and search for Customer PO Numbers. This help document will guide you through the key functionalities.


What is a Customer PO Number? In DX1, this is a field that allows you to enter a customer-supplied Purchase Order Number for an invoice. This is available on all invoice types Parts, Service, and Major Unit invoices, and the PO number will also appear on printed invoices and within invoice grids across the system.


Customer PO Numbers allow you to do the following:

  • Can be added to all invoice types
  • The field supports letters, numbers and special characters
  • Can be searched in the invoice grids
  • Prints on the customer invoice for their reference


In this document, we will cover the following topics.

  1. How to add a Customer PO Number to an Invoice
  2. How to search for a Customer PO Number
  3. Where it is shown on Customer invoices
  4. Special Scenarios Explained
  5. That's it and Support


1. How to add a Customer PO Number to an Invoice

  1. Open a new or existing invoice in Parts, Service or Major Units.
  2. In the top right, there is a new field named Customer PO Number with a text box, where you can enter the customer-supplied Purchase Order Number. 


2. How to search for a Customer PO Number 

  1. Once a Customer PO Number is added to an invoice and is saved, it is displayed in the associated grids and can be searched. 
    1. For example, if a Customer PO Number is added to an invoice. 
    2. The Customer column has a prefix of PO#[xxx] : [Customer Name].
    3. Additionally, in the Search box, you can enter the PO# to find a specific invoice with the PO#.



3. Where it is shown on Customer invoices 

  1. Once a Customer PO Number has been added to an invoice and is saved, it is displayed on the invoice print-off as a prefix to the Customer Name. 
    1. Open an Invoice that has a Customer PO Number.
    2. See below that the Customer Name has a prefix of PO#[xxx] :.

4. Special Scenarios Explained

  1. If a parts invoice with a Customer PO Number is attached to a Service RO, the PO will be removed from the Parts invoice because the RO is now the parent invoice.
  2. If you return a whole or partial part invoice, the refund invoice will retail the Customer PO Number.
  3. Child invoices do not inherit the Customer PO Number from the parent.
    1. Parts or Service Invoices associated with a Major Unit Invoice.
    2. Parts Invoice associated with a Service Invoice.


5. That's it and Support

  1. That's it you are good to go!
  2. If you need further assistance reach out to our support team in any of the numbers of ways listed below. Good Luck!
  3. dx1support@dx1app.com