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How do I create a Purchase Order for selected products from a Sales Order?

Overview

If you want to carry over selected products in a self-determined quantity from a Sales Order to a Purchase Order, you can simply generate this Purchase Order directly from the completed Sales Order. To do so, take the following steps:

Requirements

The following requirements must be fulfilled:

  1. The products to be ordered must be linked to a Business Partner (Vendor).
  2. This Business Partner must be set as the products’ Default Vendor.
  3. This Vendor must be linked to the exact same Price List(s) as the products to be ordered.

Steps

  1. Create a Sales Order and complete it.
  2. Select one or more products you want to order.
  3. Start the action “Create purchase orders”. A new window opens up.

    Note: This action will only become available when at least one line is selected.

  4. Enter the desired QtyToPurchase of the products in the respective fields.
  5. Click “Done” to create the Purchase Order and close the window.
  6. You will receive a notification in the upper right corner once the Purchase Order is created.
  7. Follow the link in the notification to open the Purchase Order.

    Note: The Purchase Order is already completed.

Example


Zur Quelldatei auf github.com