Link a Purchase order to a sales order

I am looking for a way to link a specific Purchase order to a Sales Order so that when the Purchase Order is received the items are allocated to that specific Sales Order and another sales person cannot sell the murchasedise.  I know you can create a po from a sales order but it seems like when the po is copied to a goods receipt, anyone can invoice those items on a different sales order/ a/r invoice?
Thanks,
Don Shields

Hi Don,
What you are looking for is more of a hard allocation of Items to a SO.  This functionality does not exist in B1 today.
If you want to manually create some processes and validation for this, it could be done. 
1.  Use Batch numbers management for items and linking a Batch to a SO and use the same Batch number in the Goods Receipt.
I have provided an ellaborate solution for this on this forum last year
You may check this thread in the meanwhile
Suda! Again to restriction of items from PO based on SO

Similar Messages

  • Cost analysis through Purchase Order created from Sales Order

    Hi Experts,
    This is the scenario: There is an Item No. which is not stocked in warehouse and is purchased only when customers ask for it. The cost of the sales order line having this item is calculated by the Purchase Order line on which the item is there. (The PO have items for other Sales Orders as well. And, Sales Orders have multiple item types) The Sales Order have the PO no. against it and Purchase Order has SO no. against the line. This is all done using MS Access and Sage Accounts. Lots of free typing and manual cost analysis involved.
    I have gathered from this forum that we can create Purchase Order from the Sales Order. The Document No. information can be pulled from one another using Formatted Search. Can we do the accounting and cost analysis as well?
    Please let me know if I have not made myself clear.
    Thank you in advance and kind regards.
    IC
    Edited by: iancameron03 on Sep 20, 2011 4:35 PM

    Hi Ian,
    I concur with Faraz, it is better if you use procurement document facility in doing back to back transaction from SO to PO.
    However, in your case, I'm afraid you can't analyze the gross profit and recording the accounting related activity as your request using standard SAP B1 function.
    As for gross profit case:
    Since you're actually using workaround in order to evade all hassles in maintaining all item master data related to this case, you create just one item code called S1 right?
    SO DocEntry - SO Line # - Item Code - Item Name - Quantity - Price
    1001 - 0 - S1 - Table - 2 - 100
    1001 - 1 - S1 - Chair - 8 - 25
    1001 - 2 - S1 - Cloth - 3 - 10
    PO # - PO Line # - PO BaseEntry (SO DocEntry)  - PO BaseLine (SO Line #) - Item Code - Item Name - Quantity - Price
    2001 - 0 - 1001 - 0 - S1 - 2 - 100
    2001 - 1 - 1001 - 1 - S1 - 8 - 25
    2001 - 2 - 1001 - 2 - S1 - 3 - 10
    Note that standard B1 gross profit calculation is that system will compare selling price for each item with item cost / certain price list of each respective item. However, in your case, you put all item as a single item master. Thus, system couldn't compare Table to Table, Chair to Chair, Cloth to Cloth since the item cost for these 3 items will be the same, the price list for these 3 items will also be the same since it is actually only one master data. Of course you could update the gross profit calculation manually for each SO, but to be honest it seems rather weird to do this manually.
    So, in order to simulate the gross profit calculation, you need to create a custom query and comparing PO line no with SO line no.
    As far as accounting related recording concern, I'm afraid you can't do it
    1. SO 1 : Item Table - Selling price 130 ; Item Chair - Selling price 30
    2. PO 1 (linked to SO 1) : Item Table - Purchase price 100 ; Item Chair - Purchase price 25
    3. SO 2 : Item Table - Selling price 150 ; Item Chair - Selling price 40
    4. PO 2 (linked to SO 2) : Item Table - Purchase price 110 ; Item Chair - Purchase price 30
    Correct me if I'm wrong, you want to record accounting wise that CoGS of Delivery based on SO 1 is 100 for Table and 25 for Chair, isn't it? No matter what costing method you use, you can't achieve this.
    If you use moving average, system will average both Table and Chair cost price, since it is actually one item master data. Even if you distinguish each item as a master data, system will average the cost price for Table and Cloth by the time GR for PO 1 and PO 2 occurred.
    Example (order by sequence of event):
    1. GR based on PO 1 - Table - Purchase price = 100, therefore Item cost = 100
    2. GR based on PO 2 - Table - Purchase price = 110, therefore Item cost = 105 (considering quantity only one for both PO)
    3. Delivery based on SO 1 - Table - CoGS incurred will be 105, not 100
    To certain extent, same thing could be said with FIFO costing method
    1. GR based on PO 1 - Table - Purchase price = 100 (qty 1)
    2. GR based on PO 2 - Table - Purchase price = 110 (qty 1)
    3. Delivery based on SO 1 - Table - CoGS incurred will be 100 (qty 1)
    4. Delivery based on SO 2 - Table - CoGS incurred will be 110 (qty 1)
    At first glance, it seems right since the CoGS for SO 1 is 100, tied up with purchase price for PO 1. And CoGS for SO 2 is 110, tied up with purchase price for PO 2. But we're using assumption here, we're assuming the sequence of Goods Receipt of PO and Delivery of SO occurred in the very same sequence as the issuance of SO and PO.
    1. GR based on PO 1 - Table - Purchase price = 100 (qty 1)
    2. GR based on PO 2 - Table - Purchase price = 110 (qty 1)
    3. Delivery based on SO 2 - Table - CoGS incurred will be 100 (qty 1)
    4. Delivery based on SO 1 - Table - CoGS incurred will be 110 (qty 1)
    If above scenario / sequence that happened, you will get the wrong figure of gross profit since the Delivery of SO 2 will take the item cost based on GR of PO 1. Since we're actually talking about real life business process, who can guarantee that above scenario wouldn't happen? It is possible that you send goods to customer who ordered late in real life, too much possibility that it is better for you to mitigate such result.
    My suggestion would be that you record the accounting transaction based on standard business process, no need to really capture the actual cost and actual gross profit for certain SO and PO. Too complicated, and the software itself doesn't cater this kind of requirement. Best thing you could do only create custom query for gross profit simulation calculation, but for very accurate accounting recording, IMO you should forget it. Hope this help.
    Best Regards,
    Hendry Wijaya

  • Uploading Purchase Order Against the Sales Order through DTW

    Hi Experts,
    I searched the forum but could not see anything regarding this.
    Can I upload Purchase Orders against the Sales Orders using DTW upload facility? Manually we do it through the Logistics Tab in Sales Order.
    Thank you in advance.
    Kind Regards,
    IC

    Hi,
    You can use the BaseType, BaseEntry and BaseLine columns for this in the row level template (DLN1):
    BaseType: it's the Object Type of base document (ORDR.ObjType) which is '17' in case of Sales Order
    BaseEntry: it's the Document Entry of the base document (ORDR.DocEntry)
    BaseLine: it's the row number of the line in the base document (RDR1.LineNum)
    If you import your Delivery Notes with this info, the link to the Sales Order will be updated just as if you used Copy To in SAP.
    Regards,
    Nat

  • Several purchase requsitions from one sales order

    Hi,
    I am using item category TAB to create a purchase requsition from a sales order, this works fine.
    What I really want to do is to create one purchase requsition for each condition type of a special kind from the TAB position in the sales order.
    Another possibility is to create several purchase orders from one purchase requsition, split on the earlier mentioned condition types. In any case, the end result should be several POs from one SO, split on condition types.
    Can this be done in config or do you have a suitable user-exit for me?
    Thanks in advance!
    Best Regards
    Viktor

    HI,
    The Cost Center Determination settings is in OVF3, the standard works only at the header level though, so it would not work if cost center is needed on the line item.
    For this case I suggest to try from CO view:
    A material is linked to a profit center. From this profit center you can determine a cost center using txn OKB9
    In combination with the material's account assignment field and account determination customizing, an alternate revenue account can be determined for this material. ("Normal" revenue accounts are to be used in combination with CO-PA).
    If this account is a cost element with category type "1" you need the entries in OKB9.
    Hope this help!
    Regards!

  • Purchase items report for sales orders - very important

    Hi Folks,
    Could you please guide me on how to create a report of "items purchased" for a particular "sales order". if i am able to include various fields of items purchased, like....quantity, item description, vendor name, item price, etc., it will be very useful.
    This report is required for a client, who assembles machines in a "make to order" scenario, and most of the BOM child items are "purchase items".

    Hello Krishna,
    Few things to note:
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    OR
    Are the BOM components defined with a default vendor in the Item Master and if YES are the components always purchased from the same vendor.
    I am trying to see how to establish the relationship of the items between the PO and SO.
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    Thanks
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  • Planned Order creation for Sales Order and Purchase Order

    Hi
    We have a following requirement.
    In normal scenario when we have demand for material  which was created by MD61 and in addition to that if there is Sales Order the 1st planned order gets revised.To better expalin this consider possible scenario
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    Now there is Sales Order for 150 peices.Then what happens is original  Planed Order of 200 is changed to 50 and another planned order is created for 150 peices.The requirement is not summed.
    Now in new scenario instead of Sales Order there is Intercompany Purchase Order of 150 peices.
    Now the system is not changing original Planned Order of 200,but it created another planned order of 150.So now there are 2 Planned Orders of 150 and 200.
    What I want to know is there any way wherein the system will reduce the original planned order (similar to Sales Order scenario)
    Regards

    Hi,
    Use Strategy 52 in urs case.
    PIR witll be created .
    None convertable planned order will be created.
    Once you get sales order for that material.
    New planned order will be created which will consume PIR( planned order ).
    Eg.
    PIR 10.
    Planned order 10 qty.
    Sales oder 6
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    Planned order through pir will become 4 qty.
    Regards,
    Vishal

  • Purchase order based on Sales order

    Hi,
    I try to create Purchase order based on Sales order.
    The error message :
    "Base document card and target document card do not match"
    My code:
    oPurOrder.Lines.BaseEntry=oSalesOrder.DocEntry
    oPurOrder.Lines.BaseLine=oSalesOrder.Lines.Linenum
    oPurOrder.Lines.BaseType=17
    Could you help me please ?
    Tks.
    Laetitia

    Hi,
    Looking at your code I will check how you fill the fields in the oPurOrder object because the code you copied is only for the document lines and the error refers to the document itself (maybe you forgot to assign the cardcode property).
    If you are basing the document, a good and reliable method is to export the base to a xml file and load the target using this file. This way you garantee that all the info of the document is copied. After that you could use your code to update the info you want to change the same way you pasted it in your post.
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    -M

  • Purchase order to create sales order and delivery

    Hello all,
    I am planning to create sales order and since i require customer Purchase order to create sales order, i am also planning to create purchase order.
    My question is who should i mention as vendor or who would be the vendor when i create a purchase order that would be used to create sales order.
    should it be the customer who orders the material or should it be the plant from which the material is going to be supplied.
    and also in the line item for the field "plant", should i enter the supplying plant or should i enter the ship to plant.
    Thanks,
    Maxx

    The moment you mention 'Vendor', the SAP synonym for it is 'Supplier' hence it would be the supplier (and not customer), that is the plant from which the marerial is supplied. Hence your vendor in customer PO will be the supplying plant.
    The 'Plant' in the line item in case of PO will be the receiving plant (the customer's Plant).
    I hope this answers your doubt.
    Amit G

  • Purchase order type in sales order header

    Dear Friends,
    how can I make purchase order type in sales order header be default.
    With regards

    Hi Vamsi,
    if you want to enter a default value in the purchase order type field in sales order header, then do it by either of the ways
    1. by variant tcode SHD0
    2. by USEREXIT_MOVE_FIELD_TO_VBKD in program MV45AFZZ
    regards,
    Santosh

  • Purchase Order created against sales order.. report

    Hi Folks!
    I want to see purchase orders created against sales orders.
    Is there any report?
    Regards

    Hi,
    You can develop your own report by using table VBAK-VBELN(sales document),VBAK-BSTNK(Customer purchase order number).
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    Regards,
    Jaheer.

  • Deletion Purchase requisition created by sales orders

    Hi gurus,
    in my SAP system there are purchase requisition created by schedule line from sales orders. For different reasons the sales orders were deliveried and billed with stock free and not with customer stock.
    When I try delete de purchase requisition, because the sales order is completed, the system alarms a message that is not posible to delete in purchase requisition else in sales order. But the sales order is completed and we don't touch it.
    Any idea to delete this purchase requisitions?
    Thank you, I will revvard all answers..

    Hi ,
    We can not delete the purchase requisition if there is any subsequesnt documents created against this.
    If you want to delete the same then reverse the delivery then delete the delivery and then delete the purchase requisition by using the guide lines given in below path.
    www.passhe.edu/.../ME52N%20-%20Delete%20a%20Purchase%20Requisition.pdf
    Hope it helps.
    Regards,
    Pasapula.

  • Enable Purchase Order checkbox in Sales Order window

    How do I enable the Purchase Order checkbox in Sales Order window when the form load?

    Hi Kok Khuen,
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    'First you select the TAB and the panelevel
                                oItem = oForm.Items.Item("114")
                                oFolder = oItem.Specific
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                                oForm.PaneLevel = 6
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                                oItem = oForm.Items.Item("104")
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                                _checkbx = oItem.Specific
                                _checkbx.Checked = True
    HTH,
    Felipe

  • How to find sales order no., purchase order no. using sales order ID,PO ID

    hi,
    how to find sales order no., purchase order no. using sales order ID,PO ID
    Thank you,
    hari om

    Dear Hari Om,
    Could you please tell me, to what are you referring Sales Order ID and P.O. ID?
    meanwhile check with:
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    Table: VBKD
    Execute (F8) the Report.
    On to next Screen, Go to Menu-bar
    Settings --> Format_Lists --> Choose Fields
    Field: VBELN - Sales Order
    Field: BSTKD - Purchase Order No.
    Best Regards,
    Amit

  • MRP Generated production orders greys out Sales Order and Customer fields

    Hi there,
    The MRP generated production orders greys out the Sales Order and Customer fields for some reasons. These fields are really important as they link the production order to the sales order and the customer's purchase order. Could the SAP team please fix this or advise alternative way of getting the sales order and customer info on production order? Thanks.

    Hello
    MRP only poulated this fields in case the material master has been set up with a strategy group hich is make to order (normally 20). Otherwise MRP summarizes all the requirements from different Customer orders and creates a production order
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    How to identify the production orders which are created based on Sales orders.
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    Regards,
    Mullairaja

    Check these threads
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    G. Lakshmipathi

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