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Show if Sales Order was created from Blanket Sales Order

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Posted on by drew777777 138

Hi,

My company uses a lot of Blanket Sales Orders.

We create a Sales Order from a Blanket Sales Order by clicking the Make Order button from the Blanket Sales Order Home tab. I currently don't see a way for our customer service team to tell if the Sales Order was created from a blanket.

We would like to be able to know which of our Sales Orders are created from blankets and which ones have not.

Looking for suggestions on how to handle this requirement. I assume this would involve some development.

Categories:
Administration and Setup
Sales
  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show if Sales Order was created from Blanket Sales Order

    Drew,

    If you go to the Sales Order you will see a field on the Header called Quote No. In most cases it is hidden so you will need to add it the the page.

    Thanks,

    Steve

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,864 Super User 2024 Season 2 on at
    RE: Show if Sales Order was created from Blanket Sales Order

    Hi, as NorthW said, you can use the following fields to know which of our Sales Order Lines are created from blankets.

    But it cannot be found directly on Sales Header.

    pastedimage1636587713121v1.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Show if Sales Order was created from Blanket Sales Order

    There is a field on the sales line that shows the blanket order no. and the blanket order line no.

    You can use them to make it visible on the sales line or make a flow field on the salesline to make it visible in the sales header.

    Should not be a very hard customization to do, depending on the version you are on.

    If you do page inspection/ zoom on the sales line you will easily find the fields.  

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