Creating an Order Linking
Creating an order linking entails linking the common item(s) of sales order and purchase order or sales order and manufacturing order. After the orders are linked, once the inventory is received in the system via purchase or manufacturing order, the sales rep gets a notification. This way, the order process is efficient and effective as the sales rep can then go ahead and ship the corresponding sales orders.
Create an order linking
Creating an order linking involves selecting the order type and the order. Once the orders are selected, the item(s) contained in the orders are displayed in the section below. You can then select the items and add the linking.
To create the order linking, you'll begin by selecting the order types and the specific orders. For MO, there are two “Order Type” options on the left side of the Order Linking Header:
Manufacturing Order(FG): Choose this for linking the final item produced in the MO, the Manufacturing order finished Product.
Manufacturing order(RM): Choose this for linking the manufacturing order raw material item(s).
Once the orders are selected, the item(s) contained in the orders are displayed in the section below.
Order Linking Header Fields
Purchase Order
Store
This field displays the store associated with the purchase order.
Purchase Order
Type
This field specifies the type of purchase order: purchase or transfer.
Purchase Order
PO#
The purchase order number is captured in this field.
Purchase Order
Item
This field captures the item number of the purchase order line.
Purchase Order
Order Qty
This field shows the item quantity listed in the PO.
Purchase Order
Received
This is the item quantity of the purchase order that has already been received.
Purchase Order
To Receive
This is the item quantity of the purchase order that is yet to be received (Order Qty-Received).
Purchase Order
Status
This field shows the status of the PO item line.
Purchase Order
Alternative Item Number1
This field displays an alternative item number 1 for the item, providing additional identification.
Purchase Order
Alternative Item Number2
This field displays an alternative item number 2 for the item, providing additional identification.
Purchase Order
Alternative Item Number3
This field displays an alternative item number 3 for the item, providing additional identification.
Manufacturing Order
MO#
This is the manufacturing order number.
Manufacturing Order
Status
This field shows the status of the manufacturing order line.
Manufacturing Order
Store
This field shows the store associated with the manufacturing order.
Manufacturing Order
Item
This field shows the item listed on the manufacturing order.
Manufacturing Order
Qty
This is the item quantity on the manufacturing order.
Manufacturing Order
Link Qty
This is an editable field that displays the MO item quantity that you want to link to the sales order.
Sales Order
Ship Store
This field shows the ship store associated with the sales order.
Sales Order
Type
This field captures the type of sales order: sales or transfer.
Sales Order
SO#
This field displays the sales order number.
Sales Order
Item
This field shows the item number of the sales order line.
Sales Order
Ordered
This field captures the item quantity listed on the sales order.
Sales Order
Shipped
This is the item quantity of the sales order that has already been shipped.
Sales Order
To Ship
This is the item quantity of the sales order that is yet to be shipped (Ordered-Shipped).
Sales Order
Status
This field displays the status of the item line on the sales order.
Select the items on both sides and click on "Add Linking" to create a linking. You can find order linking details in the section below.
Order Linking Details Fields
Store#
This field displays the store associated with the linked orders.
Order Number
This field displays the sales order number.
Linked Order Type
This field reflects whether the linking is created against a purchase order or manufacturing order.
Linked Order#
This field captures the purchase order or manufacturing order number.
Item Number
This field shows item number being linked.
Qty
This field shows the quantity of the item linked.
Action
Click on the 'Bin' icon in this field to delete the linking.
Alternative Item Number1
This field displays an alternative item number 1 for the item, providing additional identification.
Alternative Item Number2
This field displays an alternative item number 2 for the item, providing additional identification.
Alternative Item Number3
This field displays an alternative item number 3 for the item, providing additional identification.
Once the orders are linked, you can go to the "Linked Orders" tab to see the linked orders.
Once the orders are linked, the sales rep will get a notification when the items on the purchase order are received or those on the manufacturing orders are produced.
Creating a linking directly from the orders
You can also create the linking directly from the Purchase Order/Sales Order/Manufacturing Order. To do that, open the order and go to Options > Link Orders.
You will be navigated to the Order Linker module. From here you can select the order type, and order number and add the linking by following the steps mentioned above.
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