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Linking New Sales Order Line to Existing Purchase Order

  • August 14, 2025
  • 4 replies
  • 153 views
A
Freshman I

I have created a Sales Order and linked all the items in the Sales Order to Create a Purchase Order.

Now I have modified the Sales order to add in an additional line. I cannot seem to link it to the existing Purchase Order.

 

  • Mark for PO is ticked on the SO line.
  • If I use Create Purchase Order it will create an entirely new Purchase Order
  • If I go to the existing Purchase Order, the line type will change to Goods for Inventory instead of Goods for SO which enables me to link back from PO to SO.

How do you link the items from the SO to an existing PO? Surely this is a common issue.

 

Best answer by jhouser

Hi ​@adelinejin - Yes, you can do this. Below are the steps:

 

  1. On sales order line, select the “Mark for PO” box. For PO Source, select Purchase to Order. Save the SO. 
  2. Click on the line and then click PO LINK in the detail toolbar. 
  3. In the window that opened, select Purchase to Order as the source. Select vendor and warehouse of the PO. If you have an open PO line with same item, vendor and warehouse as the vendor, it should appear for you to select.
  4. Select the checkbox next to PO line, then click save to close the window. 

Hope this helps!

4 replies

jhouser
Captain II
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  • jhouser
  • Captain II
  • Answer
  • August 16, 2025

Hi ​@adelinejin - Yes, you can do this. Below are the steps:

 

  1. On sales order line, select the “Mark for PO” box. For PO Source, select Purchase to Order. Save the SO. 
  2. Click on the line and then click PO LINK in the detail toolbar. 
  3. In the window that opened, select Purchase to Order as the source. Select vendor and warehouse of the PO. If you have an open PO line with same item, vendor and warehouse as the vendor, it should appear for you to select.
  4. Select the checkbox next to PO line, then click save to close the window. 

Hope this helps!

Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
Chris Hackett
jhouser
Captain II
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  • jhouser
  • Captain II
  • August 18, 2025

Correction of above wording: Item and warehouse on PO line must match the SO. Vendor only matters if you select a vendor in the parameter field, but that is optional. 

Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
Chris Hackett
A
Freshman II
  • AndrewBaihn
  • Freshman II
  • August 19, 2025

This is cool but we found it not feasible to use this feature because once you link the SOLine then the entire qty of POLine becomes type Goods For SO instead of only the qty that is now linked to the SO
This means our availability calculation does not account for the remaining qty on that POLine .. distorting replenishment

It works nicely when ordering exact qty already, but in almost every case we will have extra qty on order than what is linkable to the SO

​@jhouser Have you found the same? What is your process like

Chris Hackett
jhouser
Captain II
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  • jhouser
  • Captain II
  • August 20, 2025

Mmm, I see. I don't know if there is a way around that to be honest. I've only seen it used in cases when the entire quantity was being allocated to the PO. 

Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
Chris Hackett
A
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