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Status Functionality already exists
Created by Guest
Created on May 28, 2021

Break Links between Sales Order and Transfer / Purchase Order

At DalTile, we create sales orders linked with either transfer or purchase orders depending on where the item is sourced from. The reason is that inventory does not exist at the store and the customer order needs to be directly tied to the incoming inventory and hence, it's linked to the TO/PO. In some cases after the transfer / purchase is received and the sales order is goes to an allocateable status, we have a need to break the links between the SO and TO/PO. In this case, changeOrder does not have this capability to achieve this. We would like to have this added to changeOrder. We'd be very happy to provide with you any additional details as required for you to take it forward.

What is your industry? Other
How will this idea be used?

At DalTile, we create sales orders linked with either transfer or purchase orders depending on where the item is sourced from. The reason is that inventory does not exist at the store and the customer order needs to be directly tied to the incoming inventory and hence, it's linked to the TO/PO. In some cases after the transfer / purchase is received and the sales order is goes to an allocateable status, we have a need to break the links between the SO and TO/PO. In this case, changeOrder does not have this capability to achieve this. We would like to have this added to changeOrder. We'd be very happy to provide with you any additional details as required for you to take it forward.

  • Admin
    Aaron Cutter
    Feb 23, 2022

    Can you please share you email address? I'll coordinate a time for us to discuss.

  • Guest
    Feb 22, 2022

    Sure, please call my mobile 469-278-1243

  • Admin
    Aaron Cutter
    Feb 22, 2022

    Hi Manivel, it may be best to have a brief call to talk through your requirement. Can you please share your contact information?

  • Guest
    Feb 22, 2022

    I'm sorry for the late response. I don't think IBA will meet our requirements. Since the users choose what order lines to pull inventory from. This is based on the discretion of the store user and we can't automate this using IBA. Please correct me if I misunderstand how IBA works.

  • Admin
    Aaron Cutter
    Dec 21, 2021

    I am hopeful that using IBA was able to meet your need. Since I have not heard back in a while, I will deactivate this request. Please reach out if you have any further feedback.

  • Admin
    Aaron Cutter
    Jun 14, 2021

    Please let me know once you review whether IBA will meet your use case.

    If I understand correctly, you have SO1 with a linked TO/PO, which has been received. But you want to use this inventory to fulfill a different order, SO2, which also has a PO/TO associated to it? You say that you don't want to trigger a new TO/PO, but at some point you would need a way to bring in additional inventory for SO1, since you are using that inventory for a different order, correct?

  • Guest
    Jun 14, 2021

    Good Morning. Yes, in the Deallocate / Allocate business process we have, we have a need to pull inventory out of a sales order that has a PO/TO linked to it and then, use that inventory to another sales order for which the customer is waiting. In this case, the linked TO/PO is already received. When we relieve inventory out of the linked sales order, we detach the TO/PO from the sales order lines and then, relieve inventory out of the sales order. Otherwise, it would trigger a new TO/PO when the sales order is modified.

    On the IBA process, I���ll explore and see if it will satisfy our use case.

    Thanks

  • Admin
    Aaron Cutter
    Jun 14, 2021

    Hi Manivel, thank you for submitting your idea. Could you provide some additional detail for the deallocate/allocate scenario you mentioned? Are you trying to use inventory from the PO/TO for a different order while it is still in transit, or after it has been received? Have you considered the IBA process for your use case? Do you need to associate the PO/TO to the different sales order, or are only trying to unlink it from the initial sales order?