Allocate existing Purchase Orders to new Sales Orders

Overview

Backorder associations can be created for newly imported/created Sales Orders to existing Purchase Orders. If there is not enough outstanding stock on the Purchase Order to fulfil the full amount of stock items on the new Sales Order, the item will be skipped and will need to be ordered and assigned manually. If the order can be fulfilled, an automated email is sent to the customer, if the Purchase Order Line Status has an email template assigned.

Configuration

An update will have to be applied as part of this development. A new KSS ini option has been added, when set and the functionality is turned on, the POrderItem status is set to the default status defined in the option.

Additionally, the following needs to be set up:

1. Back Order email template(s) need to be created of type BACK ORDER see How To: Send Emails based on your Purchase Order Line Status.
   
2. Purchase Order Line Status(es) must be defined in System Data and the (above) email template(s) linked to them.

Usage

Once setup

1. If there is an undelivered Purchase Order with items that are out of stock, you can set the status within the Purchase Order. Alternatively, you can create a Purchase Order(s) for items which are out of stock and ensure the Purchase Order has not been delivered. The Purchase Order will require a status to be set or there should be a default option previously set up in KSS .ini options.
2. Create a Sales Order(s) that include some of the stock items which are on order. BO/PO association link(s) should be automatically created for all the items unless there is not enough stock to fulfil the order. The email will be created and added to pending emails.
   Note: The emails will be queued in Pending Emails and can be either sent manually or using the standard KSDMU emailing feature.

See Also

• Sales Order Overview
  
• Purchasing Overview