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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 15 days ago
    ​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

    Posted 14 days ago
    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 13 days ago

    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 11 days ago
    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 11 days ago
    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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