Hi Team
I need to find Sales order number which is connected for a purchase invoice. i Need to trace the sales person connected to this transacton. This is to be analysed for fiscal year data. Kindly advise.
Thanks.
Hi,
How are the Sales Order and Purchase Invoice related? The Sales Order can have the salesperson entered in the Sales Team section of the More Info tab.
If the Item in the Purchase Order is drop shipped, then a PO for the supplier can be created , connecting the two. A Purchase Invoice can then be created from the PO and the invoice will then have a connection to the PO. Getting this all into a report with columns for SO, PO , PI and Salesperson should be possible in this scenario.
https://docs.frappe.io/erpnext/user/manual/en/drop-shipping-in-erpnext