How do I generate a sales order-related purchase order?

Overview

If you specifically want to carry over all products in the ordered quantity from a particular sales order to a purchase order, you can simply generate this order-related purchase order directly from the completed sales order. To do so, please proceed as follows:

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’ 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 and complete it.
2. Start the action “Generate PO from Sales Order”. An overlay window opens up.
3. Optional: Pick an alternative Vendor.

   Note 1: Unless an alternative vendor is specified, the current vendor will be used by default.
   
   Note 2: Alternative vendors must be linked to a discount schema just as the current vendor.

4. Click “Start” to generate the purchase order and close the overlay window.
5. Use the sales order’s related documents to jump into the window “Purchase Order” (under PURCHASE in the sidebar). There you will find the order-related purchase order in the Drafted status with the sales order number as Order Reference.

Example