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Small and medium business | Business Central, N...
Suggested Answer

how can I assign a Purchase order line to a service order

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Posted on by 919

Hi

how can I tag a service order number in a Purchase order?  I can see that I can select a Job and a task, but what if I m buying a part for a specific service order, how can I do that?

Thanks

Ola

I have the same question (0)
  • Suggested answer
    Mohana Yadav Profile Picture
    61,248 Super User 2026 Season 1 on at

    Reserving Purchase Lines against Service Line is something that comes to my mind at present.

  • Suggested answer
    JAngle Profile Picture
    159 on at

    Try using the order planning page. There it will let you filter on the service order as demand  it will then, depending on your item settings, suggest a purchase action. You can then create the purchase orders. I would recommend using reservations which the order planning page caters for too.

  • Ola Darwish Profile Picture
    919 on at

    Hi JAngle,

    Thanks for your reply

    can you please elaborate on how to do that from the planning page? Also, will that only work for inventory items? how about if I m buying a service item like subcontracting for a Service order, will that work the same way?

    Thanks

    Ola

  • Ola Darwish Profile Picture
    919 on at

    Hi Mohana,

    Thank you for your email.  can you please send me the steps on how to do that?  also, will reservation work for service or non inventory items too?

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