Purchase to Sales Order Process

Create and process a customer Sales Order, when goods will be purchased from a vendor specifically to fulfill the order. The purchased inventory will be received into the warehouse and automatically allocated to the associated Sales Order.

 Create Sales Order

1.  Navigate to Sales Orders > Transactions > Sales Orders (SO301000) and create a new SO type order.
   • Alternatively, select the New Sales Order tile from the Sales Orders workspace.

2. Create a new Sales Order and enter all required customer and order information.
3. Add the item detail lines.
4. For each item that will be purchased from the vendor:
   • Select the Mark for PO checkbox
   • In the PO Source field, select Purchase to Order.
5. Save the Sales Order

 Create Purchase Order

1. From the Sales Order, select the ellipsis (…) menu and choose Create Purchase Order.

2. The Create Purchase Orders screen (PO505000) opens and displays all Sales Order lines marked for purchase.
3. Verify that a Vendor is assigned to each line.
   • If the Vendor is blank, double-click the field and select the appropriate Vendor.
4. Select the checkbox for each line that should be included on a Purchase Order.
5. Select PROCESS at the top of the screen.

6. If only 1 PO is created, it opens automatically.
   • If multiple POs are created, navigate to Purchases > Transactions > Purchase Orders (PO301000) to view them.
7. Review the newly created PO(s).
   • The PO will be created with a Normal order type and will contain information copied from the related Sales Order, including:
     • Item numbers
     • Quantities
     • Sales Order references
8. To view the related Sales Order demand:
   • Highlight a PO line
   • Select VIEW DEMAND

9. Review and update any PO information as needed.
10. Select REMOVE HOLD.
11. Send the PO to the vendor for fulfillment.

Receive the Purchased Items

1. When the vendor shipment arrives, open the PO in the Purchase Orders screen (PO301000).
2. Select ENTER PO RECEIPT

3.  Verify the Receipt Qty
   • Adjust quantities if the actual receipt differs from the ordered quantity.
4. Enter lot and/or serials numbers, if required.
5. Select RELEASE to complete the receipt.

Result: The received inventory is added to stock and automatically allocated to the associated Sales Order.

Review the Sales Order Allocation

1. Open the related Sales Order in the Sales Orders screen (SO301000).
2. To view the linked PO:
   • Highlight the applicable Sales Order line.
   • Select PO LINK.
3. To verify inventory allocation:
   • Highlight the applicable Sales Order line.
   • Select LINE DETAILS.
4. Confirm that the received inventory has been allocated to the Sales Order.

Ship and Invoice the Sales Order

1. From the Sales Order, select CREATE SHIPMENT.

2. Complete any warehouse picking and packing activities.
3. Select CONFIRM SHIPMENT to complete the shipment process.

4. From the Shipment, select PREPARE INVOICE.

5. Review the generated SO invoice.
6. Select RELEASE.
7. Send the invoice to the customer according to your organization’s billing procedures.