Manually tying an order in Purchase Order Entry

In Purchase Order Entry, you can manually tie a new or existing purchase order to an existing sales order, warehouse transfer, fabrication order, or work order. For example, you can create an order tie to obtain a specific product for a specific customer.

  1. Select Purchase > Entry > Purchase Order.
  2. Specify a Vendor number and Ship To Warehouse.
  3. In the Purchase Order Type field, select Purchase Order.
  4. Complete the remaining fields as necessary in the Initiate view.
  5. Click Next.
  6. In the Select Products view, click Advanced Line Entry.
  7. For line 1, specify a Product, Quantity, Line Type, Unit, and Price.
  8. Click the Ties tab.
  9. Select an existing tie from the grid, or click New to create a new tie.
  10. If you are creating a new tie, specify the Type, Tied Order #, Tied Line #, or Kit/Value Add Sequence #.
  11. Click OK.
  12. In the Select Products view, click Add.
  13. Click Submit.
  14. Complete the order.
  15. If required, manually adjust the order to reflect the changes made on the purchase order.
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