How To: Create an Association between a Sales Order and Back Order/Purchase Order

Associations can be used to link specific sales order lines to purchase order lines. This helps track which purchase order is supplying stock for a particular sales order and improves visibility throughout the fulfilment process.
You can create associations from either a Sales Order or a Purchase Order.

Before You Begin

When creating an association, Khaos Control only displays lines that are eligible to be linked. The system also checks that the purchase order can fully fulfil the sales order requirement before allowing the association to be created.

Create an Association from a Sales Order

  1. Open the Sales Order that contains the stock item you want to associate.
  2. Highlight the required order line.
  3. Right-click the line and select:
    Stock Assignment → Back Orders → Create Associations...
  4. The Sales Order Items dialog will open.
  5. Double-click the purchase order line you want to associate with the sales order line.
  6. Click OK to save the association and close the dialog.

Create an Association from a Purchase Order

This method is particularly useful when you want to associate multiple sales order lines with items on a purchase order.
  1. Open the Purchase Order that contains the stock item you want to associate.
  2. Highlight the required purchase order line.
  3. Right-click the line and select:
    Back Order → Create Associations...
  4. Double-click the sales order line you want to associate with the purchase order line.
  5. Click OK to complete the association.

Accessing the Association Dialog

The association options are available from:

Important Information

Note: Only stock items that are not already linked to another sales order or purchase order will be displayed in the association dialog.
Note: Associations can only be created when the purchase order line can completely fulfil the sales order line being linked.
Note: Associations are limited to a one-to-one relationship.
For example:
Sales Order LinePurchase Order Line
1 sales order lineCan be linked to 1 purchase order line
1 purchase order lineCan be linked to 1 sales order line
A single sales order line cannot be linked to multiple purchase order lines, and a single purchase order line cannot be linked to multiple sales order lines.

Benefits of Using Associations

Creating associations can help you:
  • Track stock specifically allocated to customer orders.
  • See which purchase order is fulfilling a sales order.
  • Improve visibility when managing back orders.
  • Simplify order fulfilment and stock allocation processes.

See Also


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