web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order and Purcha...
Small and medium business | Business Central, N...
Suggested Answer

Sales Order and Purchase Order Snapshot/ Link

(1) ShareShare
ReportReport
Posted on by CU23012013-0 70
Hi Community,
 
Is there a way to link a Sales Order to a Purchase Order that you can easily see on the Sales Order Header or Lines? Goal is to see in a snapshot which PO is the SO related to and vice versa. As per checking in the system there are many steps involve (Go to Lines > Order > Drop Shipment > Purchase Order).  Was wondering if there is a way to do this without customization. Thank you.
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Alex A Profile Picture
    Alex A 2,997 Super User 2026 Season 1 on at
    One thing you could do is put the PO# in the Sales Line Description field. Then it will carry into the related Item Ledger entry when you post.
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 6,813 Super User 2026 Season 1 on at
    The Sales Order (on Purchase Lines) and Purchase Order (on Sales Lines) are hidden by default.  You can make those fields visible through Personalization or Configuration of a Profile.
     
    You will still need to utilize the Drop Shipment functionality to populate the right fields on the related documents.  That process wouldn't change.
     
    Here is the Microsoft Learn article on Drop Shipments: Make drop shipments - Business Central | Microsoft Learn
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    AndrewThomas81 Profile Picture
    AndrewThomas81 135 on at
    You can use the drop shipment functionality to do this, but this might not reflect your actual process.  Drop shipment involves goods sent directly from vendor to customer.  If the goods are delivered to yourself also consider special orders.
     
    Limitation is that this will lock purchase orders and sales orders together until fulfilled which take time to undo if required.  When the drop shipment/special order is complete the link is also then lost.
     
    I have in the past used dimensions at header and line level to manage tracking of sales to purchase, which is especially relevant if items are not suitable for the solution.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,420 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,285 Super User 2026 Season 1

#3
Dhiren Nagar Profile Picture

Dhiren Nagar 1,173 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans