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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Linking a Purchase Ord...
Microsoft Dynamics GP (Archived)

Linking a Purchase Order Line to a Sales Order Line

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Posted on by Francis Larocque 1,921

Hi,

Is it possible to link a PO and a SO lines each with a different item number?

Thanks

Francis

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  • Philip Kammann Profile Picture
    Philip Kammann 35 on at
    Re: Linking a Purchase Order Line to a Sales Order Line

    Can you post or send the solution?  I'm interested.  Thanks.

  • Francis Larocque Profile Picture
    Francis Larocque 1,921 on at
    Re: Linking a Purchase Order Line to a Sales Order Line

    Figured out how to link a PO to a service call.  Thanks to all

  • Francis Larocque Profile Picture
    Francis Larocque 1,921 on at
    Re: Linking a Purchase Order Line to a Sales Order Line

    Here's an example.  

    I have a service request from a customer.  I open a sales order with no item, write a description of the request, and I save the empty sales order No1.   To perform the repair, my technician needs to order 10 items DEF.  So he calls in, and ask for a PO number.  I go to Purchases/Purchase Order Entry, fill out the PO, give him the PO number so he can order parts at the vendor's counter.  Since I have no perpetual inventory, I won't bother using the proper item number.  I'll just use a Misc item and assign it the correct price given by the clerk at the vendor's part counter.  In order to make sure that these items have been billed at the end of the month, I'd like to LINK them to a sales order so I won't need to bother inquiring what they were ordered for.   So, basically what I'd like to do is to be able to link a PO to any sales order, even sales order with no lines.  Some people told me I should use the field service module. But, As far as I know, it's not even possible to link a PO to a service call.  Would anyone know how I should manage this?

    Thanks

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,796 Moderator on at
    Re: Linking a Purchase Order Line to a Sales Order Line

    Do you mean you have one item number on the sales order and the vendor item number on the PO? You commit sales order lines to purchase order lines. This way when PO receipt shipments are done it can automatically allocate the quantities to the sale order line. The inventory item number on the sales order line much match the inventory item number on the PO line.

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