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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 (drafted or completed) sales order. To do so, take the following steps:

Requirements

The following requirements must be fulfilled:

  1. The products to be purchased 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 purchased.

Steps

  1. Create a sales order.
  2. Select the order lines with the products you want to purchase.
  3. Start the action “Create purchase orders”. An overlay window opens up.

    Note: This action will only become available when at least one order 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 overlay window.

Case 1: Drafted Sales Order

If you have only created a draft of the sales order, the purchase order will first be forwarded to the PO candidates and won’t be generated until the sales order is completed. To view the planned purchase orders jump to “Bestelldisposition Neu” (PO candidates).

Case 2: Completed Sales Order

If you complete the sales order or you create the purchase order from a completed sales order, the purchase order will be generated right away:

  1. You will receive a notification in the upper right corner once the purchase order is created.
  2. Click on the notification to open the purchase order.

    Note 1: You can also jump directly to the purchase order from the sales order via the related documents.

    Note 2: The purchase order is already completed.

Example


Zur Quelldatei auf github.com