Setup

You must enter this information if you are using the Purchase Order Linking module:

Company Maintenance

Select the Purchase Order Linking Sales Order sub-module in Company Maintenance/Modules in use.

SO User Preferences

Select the Allow link to Purchase Orders option in SO User Preferences to link backordered sales order lines to a purchase order from the Sales Order Entry form.

PO User Preferences

Select the Allow link to Sales Orders option in PO User Preferences to link purchase orders to backordered sales order lines from the Purchase Order Entry form.

PO Module Control

Select:

• Create SO linked order in purchasing UOM if a unit of measure conversion exists between selling and purchasing units and to generate linked purchase orders created with Sales Order Entry using the purchasing unit of measure.
• Use SO line held cost for linked PO price to default the purchase order line price to the sales order line unit cost when Hold Cost is selected for the sales order line. This is useful for indent items if the cost of the item is quoted from the supplier when a quote is entered. The cost can then be held on the quote and carried through to Sales Order Entry for linking to the purchase order.

• Sales Order Entry