Order Linking Fields
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Order Type: This allows users to designate the type of order to be linked. The dropdown menu presents a range of available order types, including Purchase Order, Manufacturing Order (Finished Goods), and Manufacturing Order (Raw Material).
Select Purchase Order: This enables users to choose the specific Purchase Order they wish to link to a particular Sales Order. Users can make their selection from the dropdown menu, which showcases the available Purchase Orders within the XoroERP system.
Order Type: This allows users to select the type of order that they intend to link to the PO. Since, POs can only be linked to an SO, users need to selected SO from this dropdown to proceed.
Select Sales Order: This allows users to select the Sales Order from the dropdown to which the previously selected PO will be linked.
Search By: This allows users to search for SO and PO using the Order # or Item Number #.
Refresh: Utilize this option to update the search results or dropdown menu based on the newly specified search criteria. By clicking on Refresh, users ensure that the displayed information remains current and accurate.
Search: This tool enables users to locate a specific order swiftly by directly entering the order number. By typing in the order number and initiating the search, users can efficiently pinpoint the desired order within the system.
Save: This functionality permits users to preserve the table settings for future reference. By selecting Save, users can retain their preferred column configurations and display options for subsequent use.
Columns: This feature allows users to customize the displayed information by selecting from various available options. By choosing specific columns, users can tailor the view to suit their preferences and display relevant data pertinent to the selected Purchase Order.
Select Purchase Order: This field enables users to search for and select the purchase order containing the specific line they wish to link to a sales order line. Users can input search criteria to locate the desired purchase order efficiently.
Store: This field indicates the store associated with the selected purchase order. By specifying the store, users can ensure accurate tracking and management of inventory across different locations.
Type: This field denotes the type of purchase order selected, whether it is for sales or transfer purposes. By identifying the type of purchase order, users can distinguish between sales orders intended for customers and transfer orders designed for internal inventory transfers between stores or locations.
PO#: This field displays the unique identification number assigned to the selected purchase order. Users can reference the purchase order number to quickly identify and track specific orders within the system.
Item: This field showcases the item number associated with the purchase order line. Users can view the item number to identify the specific product or inventory item included in the purchase order.
Order Qty: This field indicates the quantity of the item specified in the purchase order line. Users can ascertain the quantity of items ordered through this field, facilitating accurate inventory planning and procurement decision-making.
Received: This field displays the quantity of the item that has already been received into the system.
To Receive: This field shows the remaining quantity of the item yet to be received based on the order quantity and the quantity already received. By calculating the outstanding quantity to be received, users can effectively manage incoming inventory and anticipate future stock availability.
Status: This field indicates the current status of the purchase order line, such as pending, in progress, or completed. Users can track the progress and status of purchase orders in real-time through this field, allowing for proactive management and resolution of any issues or delays.
Linked Quantity: This new column displays the linked quantity alongside the existing quantity information, facilitating easy reference and management of linked orders.
Once you have selected the orders to be linked, click on the Add Linking button to link the orders successfully.
Once the orders have been linked successfully, they will show in the Order Linking Details as show below.
Linked quantities are now displayed on both the SO and PO line/detail levels, offering users clear insights into linked quantities at various stages of the order process.
1. Enter PO# to Link:
Begin by entering the Purchase Order (PO) number that you wish to link within the Order Linker module.
2. Enter SO# to Link:
Similarly, input the Sales Order (SO) number that you intend to link to the PO.
3. Select Correct Lines in PO and SO:
Next, carefully select the appropriate lines within both the PO and SO that you wish to link m together.
4. Enter Quantity to Link in PO:
If necessary, manually input the quantity you want to link in.
5. Add Linking:
Finally, initiate the linking process by selecting the "Add Linking" option. This action establishes the connection between the selected PO and SO lines, facilitating seamless order management.
