back to back sales/purchase orders (special order)

Can anyone help with this? We are trying to get this function up and running, I’ve worked out how to actually link the sales and purchase orders together but can I make it so the sales order can’t be released until the purchase order has been received? We are running NAV 2009 and have been live for about 18 months so are just trying to get the hang of some of the functions.

The order SHOULD be able to be released before the PO is received. It just should usually not be able to ship, although there are legitimate circumstances for that as well.

Releasing the order just means you are sort of handing it off from the sales side to the shipping side. You don’t want the salesperson to go in and check that PO every hour to see if it has finally been received before releasing the order, or calling the warehouse asking when it will be there. At the same time you don’t want the shipping department to be caught off guard by what could be a huge order. You want them to have time to prepare for it.

Hi Matt, what I meant to say is the order will let me ship it before the PO is received. When I released the sales order it automatically creates a shipment and pick, if I already have stock I can ship my sales order before I have received the PO that the sales is linked to.

The reason i don’t want to be able to this is the company I work for supply to the shooting industry so the special orders are going to be custom versions of shotguns so for example i might have 10 of a certain item but not the spec for a certain customer. When the order is released therefore it is easily possible for the warehouse to send the wrong gun to our customer.I thought perhaps I’m going through a different route to link the sale and PO(as the buyer I have to figure out how this works). I have gone through the requisition worksheet and also created sales order as special and purchase order with sell to customer … then functions get sales orders but I still seem to be able to register the pick and post the shipment.

I can try out any ideas anyone has as we have created a dummy version of the system so I can post anything and it won’t affect my live system.

Are you using Reservations?

How are you separating the custom items from the normal items? I would consider looking into serial / lot numbers.

No I’ve not used Reservations where would I find that(I know I’ve seen it somewhere when testing out different things but I can’t remember where)? All our firearms have serial number tracking and on the serial number information card we put what is customised on this gun.

If you’re using serialized tracking, then the warehouse should hardly ever ship the wrong item then. Shouldn’t they be comparing the serial number on the item / order with what is actually going out?

In the NAV Help Menu there is one for “Reserving Item-Tracked Items” as well as “Reserving Items for Sales”. I would start with those.

Thanks Matt I’ll have a look at that now.

Cheers Matt, all I needed to do was allow reservations and reserve against the PO as that has not been received NAV won’t let me create a pick. I knew there had to be a way but I seemed to be going round in circles trying to guess.