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Supply chain | Supply Chain Management, Commerce
Suggested answer

Link purchase order and sales order

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Posted on by 340

Hi All,

Can anyone guide me, how to link up purchase order to the sales order in Dynamics 365.

Thank you for your time in advance.

  • Suggested answer
    Sachin Agrawal Profile Picture
    Sachin Agrawal 150 on at
    RE: Link purchase order and sales order

    There are two options which links the PO (purchase order) to SO (sales order) which as follows:

    1. For inter-company purchase and sales: Creating PO in legal entity A, and SO will be created automatically with a reference in Legal entity B

    2. Direct delivery: Creating PO from SO. The links will be shown in the reference of each document

  • Fernando Villaman Profile Picture
    Fernando Villaman 402 on at
    RE: Link purchase order and sales order

    You can create a Purchase order directly from the sales order or by firming a planned purchase order generated by master planning if there are no units in stock to fulfill the sales order requirement.

    In both cases, the purchase order is automatically linked to the original sales order.

    I hope this helps

  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at
    RE: Link purchase order and sales order

    Hi Dharma Ranjan Sahu,

    There are some ways to get a link between sales order and purchase order but these links are usually not created manually.

    One option is direct deliver, find more information here docs.microsoft.com/.../direct-deliveries

    Or you create a purchase order out of a sales order like described here docs.microsoft.com/.../create-purchase-order-sales-order

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Link purchase order and sales order

    Steps for Customer Invoice and Vendor Invoice

  • Martin Dráb Profile Picture
    Martin Dráb 231,309 Most Valuable Professional on at
    RE: Link purchase order and sales order

    What is the purpose of the link?

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