Special Purchase Order and Sales Order is not allocated to each other.

Scenario

In a setup where Supply Allocation is enabled, Special Purchase Order and Sales Order is not allocated to each other.

This usually happens if location on the orders do not match, the Allocation Strategy used does not consider future inventory for allocation, special purchase order is closed or expected receipt date is not populated.

Solution

Match Location

1. Navigate to Transactions > Sales > Sales Order > List

2. Click View on Special Sales Order

3. Location: Note Location

4. Click Items subtab

5. Create PO: Click Purchase Order link

6. Click Edit

7. Location: Enter Location noted on Special Sales Order

8. Click Save
   
   

Consider Future Inventory for Allocation

1. Navigate to Setup > Order Management > Order Allocation Strategies

2. Click Edit on Allocation Strategy

3. Future Inventory: Enter checkmark

4. Future Inventory Order Types: Select Purchase Order

5. Click Consider Future Inventory for Allocation

6. Click Save
   
   

 Reopen Closed Special Purchase Order

1. Navigate to Transactions > Sales > Sales Order > List

2. Click View on Special Sales Order

3. Click Items subtab

4. Create PO: Click Purchase Order link

5. Click Edit

6. Click Items subtab

7. Click Items sublist

8. Closed Column: Remove checkmark

9. Click Save
   
   

Populate Expected Receipt Date

1. Navigate to Transactions > Sales > Sales Order > List

2. Click View on Special Sales Order

3. Click Items subtab

4. Create PO: Click Purchase Order Link

5. Click Edit

6. Click Items subtab

7. Click Items sublist

8. Expected Receipt Date: Enter date

9. Click Save