Is it possible to track which Item sold was from which SO and which sales Order from which PO?

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Posted on by joshtechsolutions

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Hi Community,

I have a client who wants to track which items sold via Sales Order is actually connected to which Purchase Order, the sold item was made from which finished goodresraw material

May I ask if this is possible, and kindly advise on what are the step by step to get it done?

Thank you.

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Valentin Castravet 24,925 Super User 2024 Season 2 on at

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Is it possible to track which Item sold was from which SO and which sales Order from which PO?

Yes this is possible. However, third-party reporting tools such as Jet Reports or Power BI can be helpful for displaying this information, or even a custom report. If you conduct this analysis, you’ll need to do it manually for each individual item.

The inventory module includes an important feature called item applications. This means that whenever you sell an item, the system tracks which item you purchased or produced, maintaining a link between them. You can use this link for your analysis. This is logical, as every sold item must originate from somewhere, and its cost is derived from that source. This is how the system assigns costs to sold items.

For example, if I'm simply selling item that I purchased and I check the Item Ledger Entries, I can see the entry for when an item was sold. By selecting this entry and clicking on Applied Entries, I can view the corresponding purchase entry from which the item originated.

In the examples I provided, the system displays only the sales shipment and purchase receipt. To find the sales order and purchase order related to these transactions, you would need to navigate to the Value Entries Page, look at the linked Posted Sales Invoice and Posted Purchase Invoice. And then from there, get the SO and PO. This is where the third-party tools become useful.

This is also possible with items you produce, its just that the manual analysis is even more complex and extensive than the example above. At the end of the day, the system tracks item applications for every item transactions so that's why this analysis is possible.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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YUN ZHU 74,141 Super User 2024 Season 2 on at

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Is it possible to track which Item sold was from which SO and which sales Order from which PO?

If serial/lot management is enabled, yes.

More details: https://learn.microsoft.com/en-us/dynamics365/business-central/inventory-how-work-item-tracking?wt.mc_id=DX-MVP-5004336
If not, it cannot be traced unless Drop Shipments or Special Order is used.

Thanks.

ZHU
gdrenteria 12,475 Most Valuable Professional on at

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Is it possible to track which Item sold was from which SO and which sales Order from which PO?

Hi

I hope this can help you and give you some hints: Create a Sales Order Linked to a Purchase Order for a Direct Shipment - Dynamics NAV App | Microsoft Learn

Best

GR