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Report Showing Sales Orders and the Purchase order to which they are linked

  • 1.  Report Showing Sales Orders and the Purchase order to which they are linked

    Posted Jan 13, 2020 10:57 AM
    ​Hi,

    Is there standard report in D365, or has anyone found a way to create a report showing outstanding purchase orders and the customer sales orders to which they are related?


    Thank you!


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    Djuro Vorkapic
    Empire Today LLC
    Northlake IL
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    Conference-AXUG_200x200


  • 2.  RE: Report Showing Sales Orders and the Purchase order to which they are linked

    SILVER CONTRIBUTOR
    Posted Jan 14, 2020 04:49 AM
    Hi Djuro,

    I don't know of a particular report that would provide that data, however if you have access to the D365 table browser (https://chrome.google.com/webstore/detail/table-browser-caller-for/nahbldacmaibopfiiaoboloegpobpccn) then you can download a table called "PurchLine" which holds the information you require.

    Kind Regards

    Mark

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    Mark Bailey
    Application Consultant
    Annata
    Portsmouth
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    Conference-AXUG_200x200


  • 3.  RE: Report Showing Sales Orders and the Purchase order to which they are linked

    Posted Jan 15, 2020 10:00 AM

    Thank you Mark,

    I used it, it is very good tool. However have to build something for final user (simpler :) )​

    DJ



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    Djuro Vorkapic
    Empire Today LLC
    Northlake IL
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    Conference-AXUG_200x200


  • 4.  RE: Report Showing Sales Orders and the Purchase order to which they are linked

    TOP CONTRIBUTOR
    Posted Jan 17, 2020 09:45 AM
    Hi, this is kind of a loaded question, but what do you mean by the sales orders they relate to because that's highly dependent on your business process. Do you use reservations and marking? Are you a make to order company where a PO and SO are always 1:1 matched? If you're not using reservations or manual marking to link the PO to SO then the best you can probably do is build a report based on the pegging in Master planning that nets the supply and demand. Something in the ReqTrans tables...

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    Andrew Lencsak
    Solution Delivery Manager
    Arbela Technologies
    Irvine CA
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    Conference-AXUG_200x200


  • 5.  RE: Report Showing Sales Orders and the Purchase order to which they are linked

    Posted Jan 17, 2020 10:29 AM
    Hello,

    Have you tried going into the open purchase order lines inquiry form and then adding the reference number field. If you are using a direct delivery sales process then the SO should show in there.

    regards,

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    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
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    Conference-AXUG_200x200


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