Linking Purchases to Sales Orders via the Purchase Order Entry
under review
E
Exact Emu
We currently enter all purchases on the relevant job's Sales Order and then create the PO (and are excited that the link between the two is being improved at the moment). Another suggestion we have would be to have the ability to select a Job from the Purchase Order entry to create this link. This would allow us to have a PO for multiple jobs rather than having to send them separately.
For example, on the Purchase Order, there could be a 'Linked Sales Order' field with a drop down and we could select the relevant job. Once the PO is created, any lines linked to a Sales Order would automatically create a new line on that Sales Order. This would also help us with converting a PO to a bill, as often our suppliers will bill us for multiple POs on the one invoice, which means multiple job codes need to be selected when entering the bill.
We know you are able to Link using the 'Linked Orders' tab, however, this doesn't show on the Sales Order as a line to be invoiced and you must click on to the Linked Orders tab to see any relevant purchases, making the process of reviewing costings a little bit 'clunky'.
Thanks :)
Paul Lutkajtis
under review
Paul Lutkajtis
Good morning!
This is a really interesting one. Are you ultimately looking to populate line items on a job / sales order by 'pushing' those line items from a PO to the job? E.g.
- Create a PO
- Add line items to that PO
- Have a method of pushing that line item to a specific job as a new line item (rather than needing to manually add it as a line item on the job)
E
Exact Emu
Paul Lutkajtis
Hi Paul! Yes, exactly this. In our old system, every purchase order we entered would have the job code attached. This in turn would 'link' it to the job and the line would be available for invoicing with our mark-up applied. This avoided double entry as well as reducing the risk of human error missing relevant costs on a job.