Requirements to successfully link orders from Purchase Order Processing to Sales Order Processing Content provided by Microsoft INTRODUCTION This article discusses how to link an order from Purchase Order Processing to Sales Order Processing in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains. MORE INFORMATION To link a Purchase Order line item to a line item on a Sales Order Processing document, follow these steps: 1. On the Transactions menu, point to Purchasing , and then select Purchase Order Entry . 2. Select the Purchase Order . 3. Click to select the Allow Sales Documents Commitments check box. 4. Click the purchase order line item that has to be linked to a Sales Order . 5. Click the Sales Commitments for Purchase Order icon (Paper with paper clip next to Quantity Ordered ) to open the Sales Commitments for Purchase Order window. 6. Click Add Sales Doc . Note The Sales Assignments for Purchase Order window will list the Sales Order document line items that are available to be linked to the Purchase Order . 7. In the Sales Assignments for Purchase Order window, select the Sales Order document line item, and then click the Select button. 8. Click OK . Requirements to link a Purchase Order line item to a Sales Order Document line item: 1. The Allow Sales Documents Commitments check box is selected in the Purchase Order Entry window. 2. Documents in Sales Order Processing that can be linked to a purchase order: • Order The sales line item must have a value in the Qty to Back Order field that is less than or equal to the Quantity Available in the Sales Commitments for Purchase Order window for the PO Line. • Back Order The sales line item must have a value in the Qty Backordered field that is less than or equal to the Quantity Available in the Sales Commitments for Purchase Order window for the PO Line. 3. The following fields must be the same for the Purchase Order line item and the Sales document line item. This applies to both Inventory and Non-Inventory items and all Purchase order document types: • Item Number , or Vendor Item Number if you are using a Vendor Item Display in Purchase Order Processing Setup • U of M • Site ID 4. For drop-ship purchase orders, the following special requirements apply: • The Customer ID assigned to the drop-ship PO must be the same as the Customer ID assigned to the sales document. • The sales order line item must be marked as drop-ship . • The following fields must be the same for the purchase order line item and the sales line item: Shipping Method Ship To Address ID The Ship to Address ID address details cannot be edited on either the purchase order line or the sales line item. An indicator is placed next to the Ship to Address ID when the details are changed. 5. For Blanket or Drop-Ship Blanket Purchase Orders, the control line item cannot be linked to sales order documents. However, the other blanket items can be linked. Last Updated: 28 Feb 2017 Was this information helpful? Yes No Tell us what we can do to improve the article Submit Thanks! Your feedback will help us improve the support experience.