Source Button

If a line item has been cross-referenced, clicking Source will move you to the PO, job, PO requisition, or transfer order to which this line item is cross-referenced.

You may also click Source to set up a cross-reference with the highlighted line item. A cross-reference allows a job, purchase order, purchase order requisition, transfer order, or project to be created for line/release items directly from the Customer Order Lines form.

See Cross-Referencing Demands to Supplies for detailed steps.

Note:  You cannot perform a cross-reference on a new record (you must save the record first). Make sure you select or clear the Plan on Save field appropriately before you save the record. If you plan to customize the BOM after cross-referencing, you must clear the Plan on Save field before saving the record.