I have a client who is attempting to import open POs and open Appointments/Service Orders. Is there a way to create a PO who’s lines are linked to demand (mark for po)from specific appointments? Currently if the appointment demands items be purchased the po will be linked to the appt. Can I do that retroactively? Can I import an appt. which has line items marked for PO, then import a PO with those requested items and link them together?
Solved
Importing a PO and linking it to an appointment detail line
+1Best answer by vkumar
Hi
There is no option to link an existing PO to an appointment detail line after marking it for PO. The PO column populates the PO number only after creating PO from Action> replenishment > create Purchase order from Appointment screen. There is no option to link an appointment from Purchase order at all.
Hope this clarifies.
Regards,
Hi
There is no option to link an existing PO to an appointment detail line after marking it for PO. The PO column populates the PO number only after creating PO from Action> replenishment > create Purchase order from Appointment screen. There is no option to link an appointment from Purchase order at all.
Hope this clarifies.
Regards,
Does anyone know if this functionality has been improved?
This is an operational situation we see both planned an unplanned where we want to be able to link demand from an existing Service Order to an existing Purchase Order in order to account for changes/mistakes after the original purchase order was created from the demand.
And also we need to be able to take advantage of purchase requirements for vendors such as minimum order qty, total order amount, free shipping, etc.
Our purchasing is not centralized and many people do their own purchasing as needed.
There should be a way to link to demand from transactions that haven’t been purchased yet from existing purchase orders.
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