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.