Cross-Referencing a Customer Order to a Purchase Order

Cross-referencing creates a link between the customer order line and the purchase order line. Also, when you cross-reference a PO line to a customer order, the supply that the PO line creates is reserved for that order; no other order can use it.

On the Customer Order Lines form, add a new line item to an order.
On the Source tab, in the Source field, specify Purchase Order.
Perform one of the following actions:
- To cross-reference the customer order line to an existing purchase order line, specify the PO number in the unlabeled field next to the Source field and enter the PO line number in the second unlabeled field.
- To create a new purchase order and assign a particular PO number, specify the PO number.
- To create a new purchase order and allow the system to assign a PO number, leave the field blank.
If your planning mode is APS, select or clear the Plan On Save field. For details about whether you should clear this field, see the Plan On Save help topic.
To save the record, select Actions > Save.
Click Source.
The system displays the message "Cross-reference will be performed from the CO Line/Release to Purchase Order."
Click OK.
The system automatically creates the purchase order header and line information and inserts the PO number and line number into the Source fields.

Note: or Ordered, a line item is created on that PO and the PO line number is inserted into the Source field: If the status is Complete, a new PO is created.
Optionally, to display the cross-referenced PO line, click Source again.

Note: You can cross-reference to a range of purchase order lines using the Material Planner Workbench form.