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PO Link Button on Sales Order


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I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.

I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it?  Like the date of the PO cannot be earlier than the date of the SO maybe?
 

 

The help file on this does not explain these rules and it would be helpful for it to be added there too!

Best answer by Kandy Beatty

Hi @MarciaW 

Here is what the help documentation states:

Opens the Purchasing Details dialog box, which you use to link the sales order to an existing purchase order that has the required item listed.
This button is available for only lines that have the Mark for PO check box selected.

I found this diagram in the training documentation as well:

 

This shows the PO needs to be created AFTER the SO. 

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3 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • Answer
  • July 28, 2022

Hi @MarciaW 

Here is what the help documentation states:

Opens the Purchasing Details dialog box, which you use to link the sales order to an existing purchase order that has the required item listed.
This button is available for only lines that have the Mark for PO check box selected.

I found this diagram in the training documentation as well:

 

This shows the PO needs to be created AFTER the SO. 


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • July 28, 2022

Hi, I think, the dates on the SO/PO don’t matter much. Investigate whether any existing PO has the same items on it as your Sales Order, and whether the existing PO’s are already linked to other sales orders.  As a start.


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  • Jr Varsity III
  • 23 replies
  • September 30, 2024

@Laura02 did you ever get a good handle on why some POs are in the PO Link list and others are not? We’ve run into this situation before and haven’t really found a good answer.


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