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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to link the sales ...
Small and medium business | Business Central, N...
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How to link the sales side and the purchase side using the Item reservation method

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Posted on by Imari 154
Hi. 
We are attempting to connect the sales side and the purchase side using the item reservation method. We already established creating the PO from the SO however when we processed the invoice, the connection was somewhat lost. How do we associate the PO and SO to the invoices that were processed? In this way, we can correlate any posted payments and payments received from the client. Thank you. 
 
Or, do we have other way of correlating the Posted Sales invoice and Posted Purchase Invoice wherein we can generate a report to show the open and closed transactions based on the payments posted and the payments received? Do we have a built-in report in BC that we can use? 
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 78,884 Super User 2025 Season 1 on at
    How to link the sales side and the purchase side using the Item reservation method
    Hi, if you just want to link payments from customers and vendor, you can try the following standard feature.
    Business Central 2022 wave 1 (BC20) new features: Consolidate customer and vendor balances (For the company that is both customer and vendor)
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,624 Super User 2025 Season 1 on at
    How to link the sales side and the purchase side using the Item reservation method
    my understanding is this is standard BC behavior. after a SO is processed the link is no longer preserved. But you might consider using something like the original SO or PO number in the notes, or add a comment to the invoice line. You might consider build a customization to keep such link as well.
     
    hope it helps.
    Jun Wang
  • gdrenteria Profile Picture
    gdrenteria 15,504 Most Valuable Professional on at
    How to link the sales side and the purchase side using the Item reservation method

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