Special Order: Create PO Column Field is Set as an Inline Text for Items and cannot be Edited which Resulted in a Drop Ship Purchase Order not Being Created

The Preferred Vendor assigned in the item records are not within the same subsidiary as the value assigned in the Subsidiary field

 

1.       Option 1: Change the assigned Preferred Vendor in the item record(s) to be the same as the Customer subsidiary assigned in the sales order

2.       Option 2: Add Preferred Vendors that have a similar subsidiary as the customer assigned so that when a customer is selected regardless of subsidiary there is a preferred vendor

3.       Option 3: Edit the sales order custom form to show the PO Vendor column field

o        Navigate to Customization > Forms > Entry Forms > Click on Customize/Edit for the sales order form to be edited

o        Go to the Sublist fields tab.

o        Put a checkmark on the PO Vendor column checkbox

o        Click Save

o        On new sales orders change the assigned vendor in the PO Vendor column field that has the same subsidiary as the customer

 

Note: Only those vendors added in the Vendors subtab within the item record shows in the PO Vendor column field in the sales order.