The same fields need to be available on both sales invoices and purchase bills. At present, purchase bills do not include “Reference” and “Invoice” fields, so we are using Tracking Categories as a workaround.
However, this creates several issues. If Tracking Categories are archived to limit the number of references, they are removed from reports, which prevents meaningful analysis. In addition, references from prior years cannot be easily archived in bulk, and some may still be in use in the current year.
Overall, this workaround is time-consuming and inefficient.
Carole Bellars
supported this idea
·
The same fields need to be available on both sales invoices and purchase bills. At present, purchase bills do not include “Reference” and “Invoice” fields, so we are using Tracking Categories as a workaround.
However, this creates several issues. If Tracking Categories are archived to limit the number of references, they are removed from reports, which prevents meaningful analysis. In addition, references from prior years cannot be easily archived in bulk, and some may still be in use in the current year.
Overall, this workaround is time-consuming and inefficient.
Many thanks