Importing a PO and linking it to an appointment detail line

  • 17 February 2022
  • 1 reply

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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?


Best answer by vkumar 17 February 2022, 13:12

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Userlevel 7
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Hi @asmith50 

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. 


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