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Suggested answer

Remove link between Sales Order and Purchase Order

Posted on by 212

Hi Business Central Gurus. 

I was wondering if there was a way to remove the link between a Sales Order and Purchase Order that is being dropshipped?

We use dropshipping in order to send customers materials directly. We first create the Sales Order then add the parts to a req worksheet using the Get Sales Order feature in Business Central. Although when we create the PO, it also creates a link to the Sales Order. We would like to disable the link as it prevents us from closing any Purchase Orders unless the Sales Order is closed. 

We are trying to close Purchase Orders but run into issues with Open Sales Orders. Unfortunately with our business model we can't close the Sales Orders for a specific period of time, but we need to close the PO's beforehand.

Your help is appreciated

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,139 on at
    RE: Remove link between Sales Order and Purchase Order

    That’s a replenishment system. Two different things

  • O3I Profile Picture
    O3I 212 on at
    RE: Remove link between Sales Order and Purchase Order

    Thanks Josh,

    It doesn't seem like this would work for us as we use these items and needs to have a re-order policy of Purchase.

    Is there any other way to do this?

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,139 on at
    RE: Remove link between Sales Order and Purchase Order

    Change the items to have the reordering policy I said. Use the req. worksheet but calculate plan instead. If a reservation is needed then I believe a tick flag exists. You would need to make the necessary items have a “reserve” (on the item card) value of optional or always.

  • O3I Profile Picture
    O3I 212 on at
    RE: Remove link between Sales Order and Purchase Order

    Yes, this is exactly what we would like to do. Can you explain how we could do this?

    Much appreciated

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,139 on at
    RE: Remove link between Sales Order and Purchase Order

    Reordering policy of “Order”. Behaviour being you don’t look to hold stock so you must order whenever a SO comes on. No direct link just a help in getting the order created. If you had to create a breakable link then reservations could be used.

  • O3I Profile Picture
    O3I 212 on at
    RE: Remove link between Sales Order and Purchase Order

    What do you recommend for planning method to pull items from a Sales Order without creating a link between a SO and a PO?

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,139 on at
    RE: Remove link between Sales Order and Purchase Order

    Is drop ship the right model for you? PO’s can be created from the req. worksheet using other planning methods. You can then alter the PO to use a custom address. This would give you a looser coupling of the two orders. There is also the special order feature that you could look at. I assume it is the receipt of the PO then shipping the SO is the main gripe with drop ship?

    Process change over a DEV change is necessary here as destroying the link is a achievable but I’ve seen adverse affects.

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