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Retroactively linking a PO item to a job/sales order item

If there is no link between the two, for example where an RFQ was created from the job

If an item is added to the PO but not on the Job/Sales Order, use these instructions instead:

For a stock item, once this link is set up and the item is received into stock, it will be automatically allocated on the job in the same way as if the PO had been generated from the job/sales order.

1. On the PO, click on the Links tab

Purchase order record with the Links tab highlighted in the tab row beside Supplier Invoices & Supplier Credit Notes

2. Click "Link To..."

Purchase order screen with the "Link To..." dropdown button highlighted above the RFQs table, below the Items tab

3. Click "Jobs"/"Sales Order", etc.

Link To dropdown on a purchase order open with document types listed and the Jobs option highlighted

4. Fing the job/sales order to link to and click on this button

Jobs selection window listing jobs with a Filter box, highlighting the Link button on the first row, job JB1561

5. Click "×" to close the form

Jobs popup listing jobs with Link buttons, with the close "×" button in the top-right corner highlighted

6. Click on the items tab

Purchase order screen with the Items (1 | 1 Total Qty) tab highlighted, next to Attachments and Internal Comments tabs

7. For each item to link to the job/sales order, click on the link icon

Purchase order Items tab with the link icon below the item description highlighted, showing the Item Links tooltip

8. Click "Link To..."

Line Item Links dialog on a purchase order item showing RFQ Items table, with the Link To... dropdown button highlighted

9. Click "Job Items"

Line Item Links dialog with the Link To... dropdown open and the Job Items option highlighted, above the RFQ Items table

10. Click "Add" against the item to make the link to

Pick Job Items dialog listing a job item row, with the Add button highlighted to link it to the purchase order item

11. Click "×"

Pick Job Items dialog with a "Link added!" confirmation and the close × button in the top-right corner highlighted

12. Click "×"

Line Item Links dialog showing linked RFQ item and "Link added!" message, with the close × button highlighted
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