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 . |
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 • Back Order |
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 |
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.
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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. |