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, please proceed as follows:

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’ current vendor.
  3. This vendor must be linked to the exact same price list(s) as the products to be purchased, and to a discount schema.

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. Click '+' on the left of the purchase order line to expand it.

    Note: Press +.

  5. In the field Qty, enter the desired quantity of the products and hit ↵ Enter to apply.
  6. Click “Done” to close the overlay window and create the purchase order.

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, open “Purchase Disposition” from the menu.

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 via the sales order’s related documents.

    Note 2: The purchase order is already completed.

Example

GIF: Create individual PO from SO


View source file on GitHub.com