Link a sales order to a purchase order

You can link a sales order directly to the purchase order that will procure the product to fulfill the sales order.

Important
To complete this procedure, you must have adequate permission to create the purchase order from the sales order screen. If you do not have this privilege enabled, you can request a purchase order instead. Requesting a PO sends a notification to the designated purchasing manager and this person will complete the purchase order entry. See Create special orders and requests.

1. Create a sales order.
2. For any product that will be backordered, drop down the Quant B/O, and then select the Purchase check box in the pop-up that appears.

   

   A Purchase Order request will be entered for the product

3. To choose the P/O Type, click the Procurement tab.

   

4. From the P/O Type list, select Special P/O.

   Note: If you change the unit of measure for the product, the purchase flag will reset and you will need to check it off again in order to request a purchase order.

   1. If you are linking the sales order to a purchase order that already exists, type or select the purchase order in the P/O Number box.
   2. If you will be creating the purchase order from the sales order, leave the P/O Number field blank. The system will automatically generate a purchase order number when the sales order is saved.
   3. If you have promised the product to your customer by a certain date, you can choose a Promised Date from the calendar.
5. Click Save.
6. You will still need to send the purchase order to the vendor:
   1. On the Final tab, under Linked Orders, click the Order number.

      

   2. On the Purchase Order that opens, click the Final tab, and then click Send.

      

   3. Complete the Send Document form to send the purchase order to the vendor.