Creating Multiple POs

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Posted on by Leonel Bruxel

Hello, thanks in advance for the help.

I have been trying to create bulk orders, multiple POs at once, in D365, but with no success. I've tried all the different things you may find on the internet: Excel templates, copying one after another, all of it. But I was wondering if there's a way to create multiple POs at once, let's say multiple lines in Excel, and upload them. We regularly have to do 20-30 POs here, and creating one after another is a waste of time. If anyone knows a way to make this process better, I would appreciate the tips. I am using the Finance & Operations module. Thanks!

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Martin Dráb 236,822 Most Valuable Professional on at

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Creating Multiple POs

Which D365 product are you using? The D365 brand covers quite a few things, such as Finance and Operations, Business Central or Customer Engagement.

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Leonel Bruxel 5 on at

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Creating Multiple POs

I am using the Finance & Operations module

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Martin Dráb 236,822 Most Valuable Professional on at

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Creating Multiple POs

Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

Can you tell us more about the requirement, please? Do you mean that the orders have many identical properties that you want to specify just once then have multiple orders generated, all sharing these properties? Because if each order has unique data, I don't see how you could create them in bulk without specifying all the necessary properties (the vendor, items etc.) for each of them individually.

Things like record templates or import from Excel might help, but it really depends on your actually requirements.

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Leonel Bruxel 5 on at

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Creating Multiple POs

The situation that we usually face is having 20-30 orders for the same supplier, same products, but only changing the date. Creating one by one takes a lot a time. So header wise, the only thing that changes is the date, and product wise, everything stays the same.

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