Creating Purchase Orders for Components & Subcomponents from a Sales Order; Purchasing Components & Subcomponents

This feature allows you to generate purchase orders directly from a sales order for assembly items, including both the parent item and its subcomponents. When inventory is unavailable, the system backorders the item and provides a PO creation option that breaks down required components automatically. By default, the PO links to subcomponents, but you can adjust it to purchase the full assembly instead. This ensures flexibility in sourcing while keeping all backorders and linked POs visible and organized.

• Add Assembly Item to Sales Order which will trigger a backorder when there is no available inventory for the kit or assembled product.
• Click Create PO from Sales Order Line to open a breakdown showing both the parent assembly and all required subcomponents.
• Review Default Component Allocation where the system automatically assigns quantities to subcomponents needed to fulfill the order.
• Adjust Purchase Strategy by selecting the option to purchase the full assembly or reallocating quantities between components and the parent item.
  • Refresh and Reallocate Before Finalizing to ensure the system reflects the correct quantities and sourcing decisions if needed.
• Create Separate Purchase Orders if Needed by modifying quantities (e.g., zeroing out lines) to split purchasing across multiple vendors or orders.
• Track Linked Backorders and POs in the backorder queue, where all related purchase orders remain connected to the original sales order.