How to Link a Purchase Order and Sales Order

1. Log into IndustriOS.
2. Access subsection PURCHASING WORKBENCH located in the Purchasing module.

3. Use the search function (binocular’s icon) to locate the Purchase Order, then press OK.

    a. Or search by Range (red box with arrow) then press OK.

4.  Highlight the Purchase Order and press Details.

5. The window will update to the main Purchase Order screen, press Line Items in the bottom right corner.

6. Highlight the item needing a link and press the Sales Order Link button in the top right corner.

    a. The list of available options will automatically populate in a new window.

    b. Find the right one, highlight the line, and press Link at the bottom.

7. If the link is incorrect, go back into Line Items, and press the Break Sales Order Link button.

    a. The break is automatic and has no additional screens of verification.

8. Linking a sales order must be completed per Purchase Order line.

    a. Multiple Sales Orders can be linked to one Purchase Order.

    b. Once a link is established it will show on the Purchase Order Summary tab.