Set up sales line processing when completing a purchase order

If you complete a purchase order manually, you may need to include the linked sales order lines in the order proposal sometimes, always or never.

You can set the method you want to use as a default. You can choose from:

  • Always - Linked sales lines are always ordered again as soon as you a complete a purchase order manually.
  • Never - Linked sales lines are never ordered again as soon as you a complete a purchase order manually.
  • Ask - Ask the question whether linked sales lines should be ordered again as soon as you a complete a purchase order manually.

To set up sales line processing when completing purchase orders:

  1. Go to: Order Management / Management / Settings.
  2. Go to the tab: Order Management.
  3. In Complete a purchase order, set up whether and how (always or ask) you want to complete sales order lines when manually completing a purchase order.

    Purch_Instellen verwerking verkoopregel bij afhandelen inkooporder (10

  4. Click on: OK.

See also:

Directly to

  1. (Purchase) order process configuration
  2. Auto numbering
  3. Reports
  4. Authorisation
  5. Set up order Processing
  6. Set up sales line processing when completing purchase orders
  7. E-mail