Certainly!
Here’s the business scenario:
We have a trade agreement with our customer where the sales price is defined per unit (UN). The customer places an order for 200 units, where each unit represents a case containing 2 boxes of 5 kg each.
This is a direct delivery setup — the product is shipped directly from our supplier to the customer.
When the sales order is created, we expect the system to automatically generate a linked purchase order to our preferred vendor for that product. Our trade agreement with the vendor is in kilograms (KG), and the vendor invoices us accordingly.
The expected outcome is for the purchase order to reflect a quantity of 2,000 KG (i.e., 200 units × 2 boxes × 5 KG).
However, the system currently creates the purchase order using the same unit of measure as the sales order (UN), rather than converting to the vendor’s default unit (KG).
Is there a configuration or setup in D365 F&O that allows the purchase order to automatically use the vendor’s default unit of measure, while maintaining a different unit on the sales order?
Thank you in advance for your guidance.
