Purchase order creation from Sales Order.

1 February 2023

Purchase order creation from Sales Order.

Hi Readers,

In this Blog, we see that how to make Purchase Order from Sale Order Page.

Suppose we got a Sale order for a particular Item and that Item is not available in the Inventory then the User doesn’t need to go to the Purchase Order page from the Sale Order page only the user can able to open the purchase order page.

Let’s see in detail the Process.

Here user can see the search-on-Search Icon and write Sale Order.

Then Sale order will open, and the user can add all necessary information related to Sale Order.

  • Add related Customer.
  • Add the Posting Date, Order Date, and Due Date.
  • In lines add information about Items, with their quantity, Unit of measure, and Price.
  • As shown below screen. Fill in all necessary information about the sale order.

  • Once the user knows the Item is not in inventory so needs to give an order.
  • So, users don’t need to go Purchase Order page. Users can directly open the Purchase order from the Sale order page.
  • In Sale, Order clicks on Action, Then Functions.
  • In Functions, Create Purchase Document will be visible with 2 options Purchase Order and Purchase Invoice. As shown below screen.

  • When the user will click on Create Purchase Order then Item No., description and quantity will come by default.

  • The user needs to select a vendor from whom wants to purchase the Item.

  • Click on ok.

  • The page will redirect to the purchase order and the user can also modify the purchase order like increase the quantity and setting prices.

  • Posted Purchase Order. Based on requirements like receive & Invoice. Then Click on ok.

  • Users can see Posted Purchase Orders.
  • Users can be able to see the Sale order screen.

  • In this way, users can be able to Create Purchase Orders from Sale Order Page only.
  • Even Users can also see the purchase order against Sale Order.

Hope this will help you to learn more.

For more details, please visit our website www.madhda.com or contact us on Contact@madhda.com

Thanks to all.

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