PO and purchase agreement automatic linkage when being created from SO in Microsoft Dynamics 365 Finance and Operations apps

PO and purchase agreement automatic linkage when being created from SO in Microsoft Dynamics 365 Finance and Operations apps

Ensure there is an effective Purchase agreement with type: Product quantity commitment

Create sales order and use one of the choice to create PO or direct delivery

Ensure during PO/direct delivery creation to enable search purchase agreement

Once PO is created, on SO line the link to PO can be seen

From SO view, one can use either related orders or purchase order to get to PO

From the PO, one can see related purchase agreement

Note* Direct delivery orders cannot be created when change management is enabled on vendor for PO