SOP to POP Link - After the Fact Linking/allocation options

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Trying to determine how we would auto allocate this scenario:

Sales Order (Type is to allocate by Line Item) is entered, a PO is generated and linked to the Order. More product comes in and is updated on the PO before receiving - all are linked to the Order, but cannot get the extra quantity on the Sales Order. It auto allocates the originally linked PO/SO quantity but the client is looking to add the additional quantity to the Sales Order and have it linked. Any clue?

Thanks!

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Josh P 2,895 on at

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Howdy!

The quickest way to do this is to open the sales order, create a new line with the product and the extra amounts ordered. Then purchase it using the same vendor. This will create a new PO, but dont worry about that. Make sure the item numbers and everything is the same as the existing PO.

Once the PO is generated, close the sales order, open the new PO, and remove the drop ship link from the line item generated, then delete the PO.

Open the existing PO with the original drop shipment attached, and if there is already a new line item for the additional items, you can now link it back to the sales order to create the drop ship link. If the new product is not on the PO, create it then link it.

Once that is done, make sure to double-check the item's linked cost between the PO and the SO.

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Community Member on at

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Hi Joshua, thanks so much for your answer! Unfortunately the prospect wants this to be an automatic process and tells me another software package they are looking at (he wouldn't say what) does this automatically. I was hoping it would be more automatic, but I'm sure we could write a customization to do just that....perhaps. I do appreciate your response though!!

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Josh P 2,895 on at

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This probably won't help you get the client, but my two cents on the drop ship process is:

I'm not sure why they would add it to the PO first. This would be backwards to a drop shipping process in my mind. If the customer wants more of something, they would call the company, not the vendor directly. If the company already knows more product is going to be needed, the sales order would be updated, and the additional product purchased. My solution above would be a correction to the system only to keep everything on one PO which isn't really necessary because the customer would not see the PO anyway. They would only get the transferred invoice.

The only real business reason I've come across that required this solution is when the vendor accidentally ships out too much, and the customer decides to keep it instead of returning. Otherwise, the process should start with a sales order, and in that case, this would be a much simpler task.

Well, good luck with your prospect.

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Zhigang Lu 795 on at

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After you update PO, open sales order, you can use the PO Commitment for Sales Document window to delete the link, update SO quantity, then have it linked again using the PO Commitment for Sales Document window.

It is not automatic process, but it is some way to add the additional quantity to the sales order and have it linked.

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