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Sales order number and Purchase order number as the same

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Posted on by Janarthananv

Hi Members,

Suggest me a solution to get the same sales order number to the purchase order number ( i.e If I am assigning a sales order number to be 19999, I need to get the same number as the purchase order number). Please help me out by providing a proper solution to this.

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Thanks and Regards,

Janarthanan V

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Inge M. Bruvik 1,111 Moderator on at

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If you use the standard function for creating a purchase order based on a sale order there is already a link between them making you able to relate them. I would prefer to use that standard functionality because that also support a scenario where you may need more than one purchase order per. sales order.

But you can do a minor customization to get it to work the way you want, but then you have to figure out what you want to do in case you need more than one purchase order per, sales order.

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Janarthananv 91 on at

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Dear Inge M. Bruvik,

Can you please elaborate what is the standard functionality, so that I can get a clear idea about that..

Thanks and Regards,

Janarthanan V

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Inge M. Bruvik 1,111 Moderator on at

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From the sales order page you have an action that will create a purchase order for you and that will create a link between the sales lines and the purchase lines.

If your vendor is delivering directly to your customer (typical drop shipping) you can also create a special order,

Please see doc for that here:

docs.microsoft.com/.../sales-how-to-create-special-orders

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Inge M. Bruvik 1,111 Moderator on at

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Sorry, here is the link also for drop shipment.

docs.microsoft.com/.../sales-how-drop-shipment

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Janarthananv 91 on at

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Dear Inge M. Bruvik,

I have attached the image in the question along with the description and please provide me an appropriate solution by reffering to that

Thanks and Regards,

Janarthanan V

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Alfredo_Iorio 1,264 on at

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It looks like Inge has provided the right solution for your requirement.

The standard functionality for drop shipments enables the link between a purchase and a sale.

There is no standard feature to get the same document number on two different documents. Why do you need that?

Keep in mind that in some countries, maintaining a correct numbering sequence for business transactions is required by the law.

You can change the document numbering through code. But that might breach compliance and get into trouble with a financial audit.

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Inge M. Bruvik 1,111 Moderator on at

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[quote user="Janarthananv"]
Dear Inge M. Bruvik,

I have attached the image in the question along with the description and please provide me an appropriate solution by reffering to that

Thanks and Regards,

Janarthanan V
[/quote]
Hi,

I fully understand what your requirement is, and this can be achieved pretty simple in code. For the standard flow. In it simplest form you can manually change the purchase order number to be what ever you want it to be after the PO is created.

The thing is that i would not recommend that you implement such a function because it has some consequences for the rest of the system that can be hard to realize at first. And it might get you into a situation where you want start using new functionality in the future that this customization will prevent you from using.

The standard functionality gives you a perfectly good relation between a sales order and a purchase order that you can use for reporting and to follow up both on your customers and your vendors.

That is why i am trying to urge you to really understand the standard functionality before you decide that it does not fill your needs and you will need a customization for it.

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YUN ZHU 95,712 Super User 2025 Season 2 on at

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Hi, If you don't want to customize, you need to ensure that the Last No. Used of the No. Series used in SO and PO is consistent.

Hope this helps as well.

Thanks.

ZHU

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Inge M. Bruvik 1,111 Moderator on at

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In a multi user environment with several people working with sales order creating a solution where you base it on number series being in sync will never work in the real world.

Then you at least would need separate number series pr. user. And even that will be hard to maintain. One sales order being deleted or on PO being deleted and you are out of sync.

I could really not recommend that approach.

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AD-22040756-1 642 on at

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the question reminds me of this:

as other have said this is not a good idea - and to expand on this its not good in terms of an audit trail as well. Lets say your auditor comes and asks to see posted purchase invoice no. 101103 or to see the general ledger entries for this purchase invoice. Assuming both the sales and purchase invoice are posted on the same date, you're going to go to your GL and pull up entries for both the purchase and sales invoice? There is a reason each document needs a unique number.

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