Cross-Referencing a Project Resource to a Purchase Order

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

On the Project Resources form, add a new resource to a project.
On the Source tab, specify Purchase Order in the Source field.
To cross-reference the project resource to an existing purchase order line, specify the PO number in the first unlabeled field next to the Source field and specify the PO line number in the second unlabeled field.

To create a new purchase order and assign a particular PO number, enter 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.
Select Actions > Save to save the record.
Click Source. The message "Cross-reference will be performed from the Project Resource to Purchase Order" displays.
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.
Optional: You can click Source again to display the cross-referenced PO line.

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