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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Create a PO from a SO ...
Microsoft Dynamics AX (Archived)

Create a PO from a SO - missing steps

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Posted on by lmai 2,442

Hi All,

We place a PO after the customer placed a SO.  So the SO would trigger the PO.  So it's order-to-make.  

At the SO form, I filled out the sales order line, then click on Purchase order.  Then fill out the PO.  Then it takes me to the SO.  

I wonder why it takes me back to the SO.  I would expect the system takes me to the Receive and/or invoice before it takes me back to the SO form.  

Without the inventory from the PO, how do I pack from the SO form?  Please see attach screenshots.  Could someone please shed lights to this process.  Thanks so much!

.

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I have the same question (0)
  • Albrecht Prieler Profile Picture
    Albrecht Prieler 857 on at

    Hello Kim,

    why did you place PO first?

    Usually the process is as follow:

    Issue SO

    Use PO Button on SO Form (PO or direct delivery as u like)

    Mark Line

    OK --> PO is issued and marked with SO

    If you issue PO first and after that SO, you have to mark it manually

    First is the preferable way cause it is easy to use

    Second way is better, when you order for many SOs in one line (without using Master planning)

    i Hope this help

  • Suggested answer
    ZvikaR Profile Picture
    ZvikaR 184 on at

    This is correct - AX facilitates the process of creating PO from SO, but does not "move you" to the the PO automatically.

    on the "General" tab, you can press "Purchase order" in order to navigate to the PO.

    Since the sales order lines are marked against the PO lines the system will not let you ship/invoice the SO before the PO is received (and possibly invoiced - depending on your settings regarding negative quantity)

  • Community Member Profile Picture
    Community Member on at

    Hi,

    It seems that system has given the information about the purchase order.

    In your case the system has created purchase order for the sales order where you need to process the purchase order independently for confirmation, receipt, and invoice. You can view the related purchase order under the "Manage" tab on SO.

    The system will not allow to do packing for SO without inventory, if the item is not a service item and not allowed for physical negative inventory.

    Ankit Modi

    Indusa

  • lmai Profile Picture
    lmai 2,442 on at

    Hi Zvika,

    Thank you for your response.  After filled out the PO line->OK, it took me back to the SO.  If I understand you correctly, I would close the page, and go to the PO to finish up the PO then pickup the SO, then finish it?  Is that what you mean? Thanks

  • lmai Profile Picture
    lmai 2,442 on at

    Yes, I think so.  Let me try.  Thanks, Ankit.

    Oh, by the way, is there a report where I can track which PO goes with which SO?

  • lmai Profile Picture
    lmai 2,442 on at

    Thanks for your response, Sukrut.

  • lmai Profile Picture
    lmai 2,442 on at

    Ok.  Thanks, Albrecht

  • Suggested answer
    ZvikaR Profile Picture
    ZvikaR 184 on at

    if I understand correctly

    1. you created SO

    2. from the SO form you create the PO (but after the creation you are still in the SO)

    3. without closing the SO, you go to "general" tab, and drill into the PO

    4. In the PO you can receive (and invoice)

    5. you close the PO and you're back in the SO.

    So no need to leave the form, and go search for the other one.

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