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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Please advise raise PO...
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Please advise raise PO from SO

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Posted on by J_Lee 276
In sales order (SO), we can raise a purchase order (SO) by New > Purchase Order in action panel.
 
1. Is it possible to track which PO number is generated in the SO' line?
2. Is this PO ordered qty be reserved to that SO?
3.  what is difference of direct delivery, service order and purchase order?
4. Is it possible to raise PO if SO is still in DRAFT?
 
Thank
Categories:
Dynamics 365 Finance
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,885 Super User 2024 Season 2 on at
    Please advise raise PO from SO
    Hi J Lee,
     
    Are you referring to a workflow on sales orders? That is not a standard feature. That might be a customization in your environment or part of a vendor solution. You can check with your partner or developer if additional logic is implemented to validate POs in case the workflow is not completed yet.
  • J_Lee Profile Picture
    J_Lee 276 on at
    Please advise raise PO from SO
    Thank Andre.
     
    If SO is still in draft status (i.e. not submit to get an approval), can i raise PO at that moment?
    If yes, once SO is rejected, what the result of PO is?
     
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,885 Super User 2024 Season 2 on at
    Please advise raise PO from SO
    Hi J Lee,
     
    1. Yes, on the order line details, tab Product, you can see the item reference which is the showing the purchase order number and the reference lot number which is the technically the InventTransID reference from inventory transactions.
     
    2. Yes, this is marked directly when creating the PO.
     
    3. A service order is not used for sourcing the item, but to provide additional services, e.g. installing or setting up the item for the customer. 
    The direct delivery will tell the vendor to ship the goods directly to the customer's address where with a PO, you will first receive the goods in your own warehouse.
     
    4. What is your definition of DRAFT? Do you mean you create a journal type of SO which will be later converted to a regular sales order? 

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