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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Sales Order & Purc...
Microsoft Dynamics GP (Archived)

Sales Order & Purchase Order Links (Breaking the Link and adding a link)

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Posted on by Community Member Microsoft Employee

Hello All,

I have several questions to a specific process that I could use some help with. Any info is greatly appreciated it.

1) I am looking to void a sales order in GP that is committed to a purchase order. I did research online and found that I can break that link between the SO and PO by going into sales order transaction entry. Once the link is broken there, I could void it. Looks like I can do this by clicking on the specific line item in the sales order and break the link by clicking the "chainlink" Icon and deleting the PO commitment. It does not let me proceed like it's explained online. Is this a special permissions item for control for most of you?

2) Second question pertains to trying to link a sales order and purchase order after the fact. Meaning I created both separately and would like to see if I can somehow link them in the system since I did not originally do this in the sales order transaction entry. Is this possible? If the two are not linked, how will that affect the flow of the transactions in GP?

I appreciate any insight and help. Hopefully I am clear on these items.

Thanks,

John

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Order & Purchase Order Links (Breaking the Link and adding a link)

    Thanks Justin for the Reply-Sorry it took awhile, but your information was helpful.

    Also, I have both the PO and SOP that did not originally link and it appears that they can't be linked subsequently. If I receive the invoice and want to match it to the PO and then transfer the Order to Invoice in the sales transaction entry....can this be done if they are not linked?

  • Justin Thorp Profile Picture
    Justin Thorp 2,265 on at
    RE: Sales Order & Purchase Order Links (Breaking the Link and adding a link)

    Hi John,

    Thanks for the additional information.

    Yes, step 1 should address the issue.

    Thanks,
    Justin

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Order & Purchase Order Links (Breaking the Link and adding a link)

    Hi Justin,

    Thanks for your response. GP gives me a system error/warning that I am not allowed to delete purchase order commitments from the sales order module. I assume that is some sort of internal control or set up issue. Let me follow your steps and I will get back to you. 

  • Suggested answer
    Justin Thorp Profile Picture
    Justin Thorp 2,265 on at
    RE: Sales Order & Purchase Order Links (Breaking the Link and adding a link)

    Hi John,

    Can you tell me exactly what happens when you mention "It does not let me proceed...".  Do you receive a warning/error?

    1.)  Make sure you are setup to allow deleting of PO commitments.  Navigate to:  Tools - Setup - Sales - Sales Order Processing - Options:  Allow Deletion of PO Commitments

    2.)  Yes, you can create POP-SOP links after the fact.  Make sure that on the PO you have  marked "Allow Sales Document Commitments" checkbox.

    If the 2 aren't linked, when you receive the PO, you'll need to manually update the Order (change quantity to back order to quantity to invoice, etc...).  If they are linked, the quantities on the Sales Order are updated automatically.

    Thanks,
    Justin

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