Source documents

When direct orders are changed in Sales Order Entry, the source document is automatically updated. If you generate a purchase order, warehouse transfer, work order, or fabrication order in Sales Order Entry, you must manually adjust the tied documents if changes are required. When you make changes to tied documents, a message is displayed reminding you to make the adjustment.

If you cancel an order and it is tied to a source document, you must manually cancel the source document in the corresponding transaction entry function.

If a tied source document is canceled but the sales order is still active, the tie information on Sourcing view of Sales Order Entry is removed. This enables the order to be filled from other sources when the item is received in the warehouse.

Note: When a source document number is attached to an order, it can be removed, but it cannot be changed to another number.

An exception to the manual adjustment requirement is when you change the product category of a tied nonstock product. If the sales order and purchase order or warehouse transfer are in Ordered or Printed stage, the product category is automatically updated on the purchase order or warehouse transfer.