💡This feature is available for P21 users only.
Effortlessly manage backordered sales orders in P21 with Recurrency's Link Backorders to POs on Export feature. This capability ensures seamless tracking and fulfillment by automatically linking purchase orders (POs) to their corresponding sales order (SO) lines in P21.
How to Enable the Feature
This feature is disabled by default. To enable it, an Admin should:
Navigate to Settings → Purchasing Automation in Recurrency.
Locate the Link Backorders to POs setting.
Toggle the setting to enable automatic linking of backordered SO lines to POs
Learn more about Recurrency Settings here.
How to Use the Feature
After this feature is enabled, no behavioral change is required. Purchasers should continue working as usual:
Open the Purchase Target Lines (PTL) in Recurrency.
Review backordered sales lines that require purchase orders.
Create the necessary POs directly within Recurrency.
How Linking Works Behind the Scenes
When a PO is exported from Recurrency to P21, the system automatically associates the PO with relevant backordered SO lines.
Recurrency prioritizes linking based on the oldest sales order lines, ensuring timely fulfillment of the most critical orders.
Important Notes
Feature Availability: This feature applies to P21 users only.
Visibility in P21: The relationships are recorded in P21's
oe_line_potable, ensuring accurate tracking of linked sales and purchase orders.
Key Benefits
Enhanced Inventory Tracking: Seamlessly associate backordered SO lines with the POs created to fulfill them.
Improved Fulfillment Accuracy: Minimize errors and ensure inventory is allocated to the right sales orders.
Operational Efficiency: Simplifies workflows for sales and purchasing, improving visibility and communication.