Version: eXtendPO-SO Line Sourcing 1.0.5 and above
Audience: User

The eXtendSO-PO writing customization's main purpose is to sync line items or field values from the Purchase Order to the associated Sales Order. 

In many cases, you will need to add line items or values directly on an existing Purchase Order and you will have to create those same line items on the Sales Order as well. eXtendSO-PO allows you to trigger those same line items and values to be updated on the Sales Order automatically without additional manual Sales Order editing. 


Using eXtendSO-PO

Write Purchase Order Body Field to Sales Order Body Field


1. Navigate to your Purchase Order Record in Edit mode.

2. Mark the eXtendTech Update SO with Dates field as Checked on the eXtendSO-PO subtab. Note: the name of the field label and placement may vary depending on your configuration. Contact your NetSuite Administrator for more information.

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3. Change any of your mapped Purchase Order to Sales Order fields which are enabled for syncing.

Example: Shipping Method -
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4. Save the Purchase Order.

Your mapped fields will now be updated on the Sales Order to match your mapped Purchase Order fields.

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Write Purchase Order Line Item to Sales Order Line Item

1. Navigate to your Purchase Order Record in Edit mode.

2. Mark the Write to SO field as Checked on the line items which you want to update from the Purchase Order to the Sales Order. Note: the name of the field label may vary depending on your configuration. Contact your NetSuite Administrator for more information.

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3. Change any of your mapped Purchase Order to Sales Order line item fields which are enabled for syncing or add a new Line Item.

Example: Description -
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4. Save the Purchase Order.

Your mapped fields will now be updated on the Sales Order to match your mapped Purchase Order fields.

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Limitations

The Purchase Order Line Item to Sales Order Line Item Column Field updates will update the existing line when the eXtendSOPO Update Same SO Line Item preference is checked only for unique line items.

Example:
  • Purchase Order Item X will update the original line item on the associated Sales Order if the Sales Order contains Item X only once across all line items.
  • Purchase Order Item X will add an additional line item on the associated Sales Order if the Sales Order contains Item X on two separate line items since the associated line to update cannot be determined.