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Allocate a purchase order

Sales orders are linked to purchase orders using the order proposal. You can change this link and allocate the purchase order to a (different) sales order. The overview also shows which purchase orders and sales orders are still outstanding for a particular article.

Sales order lines that are not linked to a purchase order (for example, because they are are part of a pending order) can also be allocated manually from within the purchase order.

To view an allocated sales order line:

  1. Go to: Order Management / Purchase process / Purchase order.
  2. Add the order.
  3. Select the order line.
  4. Click on the action:Allocate.

    The Allocate entry layout is now displayed.

  5. Click on the action:Sales order, if you want to view the sales order.
  6. If multiple entry layouts are available then select an entry layout.

    You now see the entry layout.

  7. You see the entire allocated sales order.
  8. Click on: Finish.

To allocate a purchase order line manually to a (different) sales order line:

  1. Go to: Order Management / Purchase process / Purchase order.
  2. Add the order.
  3. Select the order line.
  4. Click on the action:Allocate.

    The Allocate entry layout is now displayed.

  5. Click on the action:New sales allocation.

    You see the sales order lines that have not yet been manually ordered or ordered using the order proposal, nor linked to a purchase order.

  6. Select a sales order line.
  7. Click on: OK.
  8. Click on: Finish.

Directly to

  1. Purchase order
  2. Configuration
  3. Add purchase orders using order proposals
  4. Add purchase orders by copying order lines
  5. View a purchase order
  6. Send a purchase order to a purchase contact
  7. Allocate purchase orders to sales orders
  8. View purchase allocation to sales orders
  9. Change purchase contacts in active orders
  10. View blocked orders
  11. Release a blocked purchase order
  12. Complete purchase orders manually
  13. Import purchase orders
  14. Add a goods receipt from the purchase order
  15. Order planning

Process

Purchase order

Work area

purchs