Allocate

You can allocate a purchase order to a sales order from within the sales order itself.

Description

Purchase order lines can be allocated automatically to a sales order. This is set in the article.

You can also manually allocate a purchase order line or delete the allocation.

From a sales order, you can view the allocated purchase order(s).

Preparation

• Configuration

  You can allocate purchase order lines automatically to a sales order. You set this up per article.

Procedure

• View an allocation

  From a sales order you can view the linked purchase order(s).

• Allocate a purchase order line

  You can allocate a purchase order line to a sales order line if there are still purchase order lines available for the article. In fact, you reserve the purchase order line for the sales line in question.

• Delete an allocation

  You can delete an allocation from a purchase order to a sales order. To do this you set the number allocated to zero.

Also see

• Allocate a purchase order to another sales 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.

• View the sales order link

  You can view which sales order a purchase order is allocated to. This is important if there is not enough stock for a particular article. If there is not enough stock, a purchase order must be created.

• Allocate per article using Order Planning

  You can view your orders, cost estimate and assemblies and allocate them per article.