{"id":170,"date":"2022-05-23T05:32:09","date_gmt":"2022-05-23T05:32:09","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=170"},"modified":"2024-12-02T05:41:32","modified_gmt":"2024-12-02T05:41:32","slug":"linking-sales-order-to-purchase-order-in-acumatica","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/05\/23\/linking-sales-order-to-purchase-order-in-acumatica\/","title":{"rendered":"Linking Sales Order to Purchase Order in Acumatica"},"content":{"rendered":"<p>Acumatica ERP is a very flexible and efficient solution that will help us maintain our business process, increase our business&#8217;s transparency, and allow an entire organization to access the platform. Its efficiency, flexibility, and high configuration make it the user to operate.<\/p>\n<p>In this blog we are going to discuss one of its features i.e., &#8216;Link Sales Order to Normal Purchase Order&#8217;.<\/p>\n<p>Enable \u201cSales Order to Purchase Order Link\u201d feature<br \/>In order to use this feature, make sure that the feature is enabled from the Enable\/Disable Features screen. If the feature is not already enabled, follow the below steps.<br \/>1. Navigate to System Management &gt; Enable\/Disable Features and click Modify.<br \/>2. Locate Inventory and Order Management &gt; Sales Order to Purchase Order Link select the checkbox and click Enable.<br \/>3. Similarly, the user can enable Drop Shipments and other required features<\/p>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica01.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Enable\/Disable\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica01.png\" alt=\"Enable\/Disable\" width=\"512\" height=\"557\" \/><\/a><\/center>\n<p><strong>Linking Purchase Order and Sales Order<\/strong><br \/>\u2022 Once the feature is enabled, sales order provides an option to link purchase orders.<br \/>\u2022 While creating a sales order, in item details line user needs to select the checkbox of the &#8216;Mark for PO&#8217; column. This provides the options of available PO sources that we can link to our sales order as shown in below screenshot. Here, as we have enabled Drop Shipments feature, it also displays options for drop shipment link.<\/p>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica02.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Sales Order to Purchase Order\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica02.png\" alt=\"Purchase\" width=\"1363\" height=\"631\" \/><\/a><\/center>\n<p>\u2022 Select &#8216;Purchase to Order&#8217; option and click on \u201cPO LINK\u201d button on top of the details grid. The new dialog box will be opened which contains the list of available purchase orders containing the selected product on sales order detail line.<br \/>\u2022 You need to select purchase order and click on Save. It will link to the current sales order.<br \/>\u2022 In case you don&#8217;t have any ready purchase order for the same product then you can create one at the same time. You just have to remove the order from Hold and click on (&#8230;) to view more actions and select &#8216;Create Purchase Order&#8217;. Purchase order screen will be opened with item details as in the current sales order. After entering other details just click on Process button to create new PO for that particular SO.<br \/>\u2022 Now you can link the newly created PO to current SO by using PO link button.<\/p>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica03.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"Purchase order in Acumatica\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica03.png\" alt=\"Order\" width=\"959\" height=\"405\" \/><\/a><\/center>\n<p>User can view linking between sales order detail line and purchase order, click on &#8216;Line Details&#8217; button present on top of details grid. New dialog box will appear which will show line details along with linked purchase order number and Order Type in Related Document column.<a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica04.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" title=\"line\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/05\/Acumatica04.png\" alt=\"line\" width=\"1049\" height=\"549\" \/><\/a><\/p>\n<p>This is how we can link our Sales order to an existing purchase order in <a href=\"https:\/\/www.greytrix.com\/acumatica-cloud-erp\/\">Acumatica<\/a>.<\/p>\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>Acumatica ERP is a very flexible and efficient solution that will help us maintain our business process, increase our business&#8217;s transparency, and allow an entire organization to access the platform. Its efficiency, flexibility, and high configuration make it the user to operate. In this blog we are going to discuss one of its features i.e.,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/05\/23\/linking-sales-order-to-purchase-order-in-acumatica\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15,3,14],"tags":[4,159,16,55,59,56],"class_list":["post-170","post","type-post","status-publish","format-standard","hentry","category-acumatica-customization","category-acumatica-erp","category-acumatica-services","tag-acumatica","tag-acumatica-customization","tag-acumatica-erp","tag-linking-sales-order-to-purchase-order","tag-purchase-to-order","tag-so-to-po-link"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sales Order to Purchase Order Linking in Acumatica<\/title>\n<meta name=\"description\" content=\"Learn how to streamline sales and purchase order processes in Acumatica ERP with seamless linking capabilities. Improve efficiency today.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/05\/23\/linking-sales-order-to-purchase-order-in-acumatica\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Order to Purchase Order Linking in Acumatica\" \/>\n<meta property=\"og:description\" content=\"Learn how to streamline sales and purchase order processes in Acumatica ERP with seamless linking capabilities. 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