Status Automation - Change in Shipment Status updates SO and PO Status

Using Status automation, one can update the Sales Status and Purchase Status on change of the Shipment status provided there is a link maintained between Shipment>Sales Order>Purchase Order.

To link the Purchase Order to Sales Order and Sales Order to Shipment, one needs to create the Purchase Order first and then use the Purchase order to create the Sales order and then create a Shipment from the Sales order. 

Bulk Copy or Copy functionality for Purchase Order (PO)

Bulk Copy functionality can be used to create a multiple Purchase Orders from one purchase order. 

However to create the corresponding Sales Order, the correct Purchase Order must be used to copy from. 

If you bulk copy PO1 to say PO2, PO3, PO4 etc... then PO1 must be used to copy from and create SO1, PO2 must be used to copy from to create SO2 and so on....

The Shipment SH1 should be be created from SO1, SH2 from SO2 etc....

This will ensure that a relationship has been maintained between PO1>SO1>SH1, PO2>SO2>SH2 etc....

We have noticed that users are creating SO2 from PO1 , SO3 from PO1 etc. This breaks the relationship.  

Bulk Copy or Copy functionality for Sales Order (SO)

Bulk copy or single copy of one SO to another SO cannot be done if Status automation is to be used. This is because the relation between SO and PO is not maintained in case one SO is used to copy from another SO. 

Status Automation Configuration

Under Settings    > Status >    

We can set up the Sales Order Status and Purchase Order Status which must be set when the Shipment status is changed.