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How to Include Back-to-back Sales Order Customer Information in the Purchase Order PDF

edited Sep 9, 2019 8:01PM in Purchasing 2 comments

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If you have a specialized back-to-back order process, you may need to communicate sales order customer information to your supplier. For example, you have asked your supplier to label packages with customer shipping information. You can configure the purchase order PDF data model and template to include customer information from the sales order. In the steps below, you will add the the customer name, address, and the scheduled arrival date to the purchase order data model.

  1. Create a copy of the Purchasing Order Data Model. Make the following edits to the draft and archive distribution data sets.  
  2. Add this statement to the SELECT clause:
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