Reserving Sales Orders against Purchase Orders

In the Reservation of sales order against purchase no. you can reserve products against a specific customer order.

Note! The function must be activated in company settings for Sales and Invoicing under General.

The function can be started from Purchases in the Product lines tab and on the sales order. Read more in Purchase: The Product Lines tab

The reservations window contains two lists. The upper list displays all the purchase lines in the selected purchase. The list gives you an overview of the purchase lines and shows the number reserved for sales orders. You cannot make any changes here.

The lower section displays a list of reservations against selected purchase lines in the upper list.

How to reserve a sale against a purchase order

Click New to register a new reservation against a purchase line. This will bring up a list of orders that the purchase line can be reserved against.
Select the order you want to link to the purchase line and click Insert.
Register the number to be reserved in the Reserved column.

The Reserved for sales order column in the upper list will be updated.

The Update delivery dates for sales orders button retrieves the delivery dates registered for the purchase and transfers these to the sales order.

Use the Go to purchase button to open the purchase order.