Create a CO from a PO

Hi all,

Does anyone know if it's possible to generate a sales order (CO) from a purchase order (PO) once the PO has been received into stock?

The ideal would be that we could use the PO number to automatically create the CO, and CO lines and have them allocated, for all the lines that were received in on the PO.

Hope that makes sense,

Regards,

Iain

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vthakur

Hello Lain,

Are you refering to the below process...

The internal sales process

The flowcharts illustrate the internal sales process.

The process starts with a planned PO at the buying facility. The planned PO automatically creates a reservation at the supplying warehouse.

When the PO is released, the status of the reservation is updated.

When the PO is printed and set to status '20', a CO with a reference to the PO is created automatically in the selling facility, using the CO batch entry. When the CO confirmation document is printed, the PO of the buying facility is automatically confirmed.

In the selling facility, the picking list is reported and a shipment is created. An ASN is automatically created in the buying facility.

The goods are sent and the delivery is in transit. Costing transactions are created for the goods in transit. The goods are received at the buying facility. Depending on when the change of ownership takes place, (set on the delivery terms), the selling facility creates an invoice. It is automatically sent to the buying facility and sent to the invoice matching process. An AP invoice is automatically created in the buying facility.

ihiggins

Hi Thakur,

Thank you for your reply.

It's close, but our scenario is a little different. For us it's more like a drop shipment, where we have a large customer with large orders. Once we have their order request, we decide how to fulfil that order from multiple suppliers. We then create a purchase order per supplier. The supplier will advise any changes based on what they can supplier, this then updates our PO in M3. Once the PO is finalised, we then create one CO per supplier to the customer. The suppliers ship the product directly to the customer - like a drop shipment. This is all facilitated within a single facility.

Cheers,

Iain

Rene Bottern

I believe the best bet would be to create an Event and BOD to handle the process.

This is not something that have a Standard Process available to my knowledge.

ihiggins

Thanks Rene, in the end we have written a script to achieve the same outcome, but I think longer term we will move to your suggestion. Thanks again.

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