How to view the link between a Sales Order and a Purchase Order

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Posted on by Janelle Riley

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We create Purchase Orders by entering the Sales Order and then using the function Create Purchase Document. Once the documents are created, how do I view the link from the Sales Order and Purchase Order? I see that I can click on the line for the PO and the SO and select Order, but the only links that I can view are for Drop Shipments, Special Orders, and Blanket Orders. Where is the link for standard Purchase Orders?

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Purchasing

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Hey Janelle,

If you use the function "Create Purchase Document" a purchase order is created for the items that are not (enough) in stock. These purchase orders aren't linked in any way to the orginal sales order, because they serve for a different purpose. This function is mainly used to supplement the inventory, while a drop shipment is for purchase orders that are directly sent to the customer.

Because of this different purpose a purchase order is only linked to a sales order if it's based on a drop shipment or special order. In all other cases, these documents aren't linked to each other.

Kind regards,

Floris

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Janelle Riley 454 on at

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That answers my question! Thanks for your quick response.

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Steve Lazanas Microsoft Employee on at

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You need to use reservations. Settign an Item to reserve always will do it automatically. Setting an Item to reserve optional, n=means you can then manually set the reservation. once the reservation is set, there is a sales reservation report, and purchase reservation report you can track to see what is what.

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grantb 32 on at

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The Sales Line table carries fields for "Purch. Order No." and "Purch Order Line No.". When I use the Requisition Worksheet > Drop Shipment > Get Sales Orders, and create the PO this way, the Sales Line table is populated with the PO and PO Line. I would imagine using the Create Purchase Document does the same, but haven't tested it.

Unfortunately, in BC cloud version, be default you are not able to personalize the sales line subform to bring these fields to view. But you can Inspect Page to see them. You could do a small page extension to make them viewable in the page.

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