Backword tracking of link and linking docs lateron

ERPNext
1

  1. Can we track the links backward (Like from PO to SO)? If not, it should be.

  2. Establishing link lateron - For Eg one quotation is prepared directly by a sales user. Sales manager realized that it is linked with some existing opportunity. I could not find any way to link quotation and sales order later on. Whether it is available? If not, then it should be feasible (like we add reference in ToDo).

  3. Can PO be linked with Project OR cost-center?

Kindly advise.

2

PO is not designed to be link to SO, unless it’s for Drop Ship.

[quote=“Deven_Shah, post:1, topic:8965”]
Establishing link lateron - For Eg one quotation is prepared directly by a sales user. Sales manager realized that it is linked with some existing opportunity. I could not find any way to link quotation and sales order later on. Whether it is available? If not, then it should be feasible (like we add reference in ToDo).
[/quote] Docs not linkable later on. Just my 2c, for such usability issues, rather than having tool in ERPNext, we should train/force user to maintain chain so that links are established naturally. Having having a tool might not be absolute solution to this problem. User will continue to create new transaction directly. And manager will have to link them lateron.

[quote=“Deven_Shah, post:1, topic:8965”]
Can PO be linked with Project OR cost-center?
[/quote]No. But in the Purchase Invoice, you can define Cost Center. If Project is defined in the Purchase Order. And Project master has Cost Center defined in it. Then in the Purchase Receipt and Purchase Invoice, Project’s cost center will be auto-updated in the item table.

3

With New release, Purchase Order can be made directly from SO. (Please check with Nabin/Rushabh. Just for info)

Anyways, back-word link is always useful. Once the link is established, it should display both the ways.

(Remaining two points understood. Thank you.)

4

Wooh! Just learnt from Nabin. Thanks for an update.

For the backward linking, we can check reference in the Item table itself. Purchase Order Item (rows) will provide you Sales Order, Material Request id’s it is linked it. Not very efficient, but gives required data.