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Unlinking a Sales Order from a Production Order

  • November 18, 2021
  • 8 replies
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Is it possible to unlink a production order (RO A) from a Sales Order (SO A)? I know I can delete the Production Order but it is already in process and I would rather not disassemble. We decided to reallocate a different Production Order (RO B) of the same item to Sales Order A to get the order out quickly but we can not create a shipment because RO A is not completed yet. Any ideas?

Best answer by vkumar

Hi @mpowell 

 

Please try the following : 

  • Move the Sales order to Hold status
  • Add a new line with the product details ( original line linked to Production order )
  • Delete the line that is linked to Production order

This should remove the link. Basically, you are removing the Production order linked line from Sales order and adding a new line which will not be linked to Production order.

Let us know the result. It did allow me delete the line on 2021r2 from SO (SO Line linked to completed Production order).

 

Regards,​​​​​​

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8 replies

Debbie Baldwin
Acumatica Moderator
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  • Debbie Baldwin
  • Acumatica Product Manager
  • 477 replies
  • November 18, 2021

@mpowell - You can unlink the SO from the Production order ONLY from the Production order. So yes, you can do it on the Production Order. 

We designed this way so that if this happens, the Production manager is aware in case they have already planned the Production order. This way they are kept in the loop. 

Debbie Baldwin
angierowley75
Chris Hackett
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  • angierowley75
    angierowley75
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Jr Varsity II
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  • mpowell
  • Author
  • Jr Varsity II
  • 27 replies
  • November 18, 2021

@Debbie Baldwin is the creator of the production order the only one who can unlink it? I’m not seeing the option to unlink it anywhere within the Production Order. Thanks!

Debbie Baldwin
Acumatica Moderator
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  • Debbie Baldwin
  • Acumatica Product Manager
  • 477 replies
  • November 18, 2021

@mpowell - it is on the references tab. What version are you on? We added this ability with 2021 R1.

Debbie Baldwin
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  • mpowell
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  • Jr Varsity II
  • 27 replies
  • November 18, 2021

That would be our problem - we are currently 2020R2 preparing to transition to 2021R2. 

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • 3393 replies
  • November 18, 2021

@mpowell  It seems UnLink/Remove Link option is NOT available in the 20 R2, where we have it in 21 R1. 

 

 

Naveen B
V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • 866 replies
  • Answer
  • November 18, 2021

Hi @mpowell 

 

Please try the following : 

  • Move the Sales order to Hold status
  • Add a new line with the product details ( original line linked to Production order )
  • Delete the line that is linked to Production order

This should remove the link. Basically, you are removing the Production order linked line from Sales order and adding a new line which will not be linked to Production order.

Let us know the result. It did allow me delete the line on 2021r2 from SO (SO Line linked to completed Production order).

 

Regards,​​​​​​

VijayKumarU
Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett
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Jr Varsity II
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  • mpowell
  • Author
  • Jr Varsity II
  • 27 replies
  • November 18, 2021

@vkumar that worked great - thanks! 

V
Chris Hackett
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    vkumar
  • Chris Hackett
    Chris Hackett
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Varsity I
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vkumar wrote:

Hi @mpowell 

 

Please try the following : 

  • Move the Sales order to Hold status
  • Add a new line with the product details ( original line linked to Production order )
  • Delete the line that is linked to Production order

This should remove the link. Basically, you are removing the Production order linked line from Sales order and adding a new line which will not be linked to Production order.

Let us know the result. It did allow me delete the line on 2021r2 from SO (SO Line linked to completed Production order).

 

Regards,​​​​​​

 

@vkumar is there a way to do the opposite?  I want to prevent this from happening - not allow delete of the line if there is a production order linked.

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