Hi,

I am fairly new to Zoho books. I have a couple of queries with regards to creation of Bills from PO's and would appreciate any guidance:

1) When a PO is converted into a bill or when a bill is created and PO is selected, I would like to have bill number be autogenerated based on PO number. For example, my PO# is ABC-001. Against this PO, I would have multiple bills from vendor and the bill numbers would be ABC-001-01, ABC-001-02 etc. Is this possible to do using custom functions or such? I am open to using custom field to achieve this.

2) If the bill amount exceeds the underlying PO amount, it should alert the user. So if PO# ABC-001 is for a total of $10K, the bills recorded against this PO should not exceed $10K in total.

3) Is it possible to rename the default fields? Purchase orders list shows a field called Reference# which I assume is the vendor's reference #. Bills screen shows Purchase Order# under Reference# column instead of Purchase Order#. This causes a lot of confusion with the same nomenclature being used for completely different fields in two screens. Would like to have this uniform (Ref# to show ref# and Purchase order# column to show the purchase order#).

Any help would be appreciated in this regard.

Regards

Phani