We have a unique situation where we have customers who order from us via incoming SOs from an external system; however, the unique part is that we manage their funds and budget. From that standpoint, we need to have budget controls configured to monitor their fund/budget balances, so these sales orders need to hit budget controls. Is there any functionality where you can bring in a transaction as a PR & check budget then > release to PO then > change to an SO? Or bring in the transactions as sales orders and have them factor into the budget control configurations? We need to be able to do the physical inventory decrementing and related financial transactions that a sales order would produce.
Do you use the projects module? It may seem like overkill, but it has budget tracking and the ability to keep pos and sos sort of linked via a project number.
Hi Jacob, thanks for your reply. We are not currently using Projects. I am currently requesting a customisation to add the sales order processes to the Budget Control Configurations to see how this might work. I will look into Projects and see if this could be a better way forward.
I think you should take a look at projects before you start thinking about a complex customization. There’s probably some YouTube videos that might do a little walkthrough of some of the functionality.