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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales order to PO steps
Small and medium business | Business Central, N...
Suggested answer

Sales order to PO steps

(0) ShareShare
ReportReport
Posted on by Lanai Norris 65

Hello,

I have a sales order and have created a Purchase order from it. When the PO is delivered how do I close out the PO against the Sales order and invoice? I need help understanding the process. 

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sales order to PO steps

    Lanai,

    Have you created a Drop Shipment/Special Order relationship between the Sales Order and Purchase Order? If yes, I am attaching an overview of the steps for both.

    When you receive the PO for the Drop Shipment, the Sales Order is post-shipment automatically. The invoice process is separate.

    If you are making a reservation and not a Drop Shipment or Special Order, the PO Line and Sales Order Line are linked via the reservation for availability and processing. The document processing is seperate.

    Hope this helps.

    Thanks,

    Steve

    Drop-Shipments-vs-Special-Order.docx

  • Suggested answer
    Lanai Norris Profile Picture
    Lanai Norris 65 on at
    RE: Sales order to PO steps

    Steve,

    Thank you so much! Very helpful.

    I followed through the steps. When I go to actions and drop shipment and choose the sales order I get this message.

    There were no lines to be retrieved from sales order S-ORD101026.

    What does that mean?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sales order to PO steps

    Lanai,

    On your Sales Order, on the Item Lines, under the column called Purchasing Code, is it filled in with a Drop Ship code (that is setup with Drop Ship flag)? Check this first and I am guessing that the Quantity and Qty. to Ship is >0.

    Thanks,

    Steve

  • Lanai Norris Profile Picture
    Lanai Norris 65 on at
    RE: Sales order to PO steps

    Steve,

    Thank you! Can you help me with this?

    Inventory Account must have a value in Inventory Posting Setup: Location Code=ATI120096, Invt. Posting Group Code=RESALE. It cannot be zero or empty. CorrelationId:

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sales order to PO steps

    Lanai,

    In your search box, enter Inventory Posting Setup. When you open this page, you need to setup a combination of Location Code to Inventory Posting Group. Your Location, AT120096 is not setup for Inventory Posting Group = Resale. Insert the combination and fill in the correct Inventory Account and the other GL Accounts for the columns in use.

    pastedimage1619206295279v1.png

    Thanks,

    Steve

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

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

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

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 4,327

#2
Sumit Singh Profile Picture

Sumit Singh 2,734

#3
Nimsara Jayathilaka. Profile Picture

Nimsara Jayathilaka. 2,599

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans