Finance | Project Operations, Human Resources, ...

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 238,745 Most Valuable Professional on at

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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 15 on at

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I am using the Finance & Operations module

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Martin Dráb 238,745 Most Valuable Professional on at

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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 15 on at

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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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H.M.Burhan 379 Super User 2026 Season 1 on at

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Hi Leonel Bruxel,

That’s what I understood from your latest comments.

Problem Definition: To avoid the cumbersome task of creating a purchase order repeatedly for the same vendor with the same item.

Use Case: You need to create multiple purchase orders for the same vendor and item, but with different purchase orders having different delivery dates.

Potential Solution:

Create a Purchase Agreement by navigating to:

Accounts Payable → Purchase Orders → Purchase Agreements

Fill in the vendor and other mandatory information. In your case, you may use the “Product quantity commitment” type.

Whenever you want to create a new order, click on the Release order option in the Purchase Agreement and select the quantity and other relevant information. The system will then automatically create the Purchase Order.In this specific case, you can add multiple items to the Purchase Agreement and select the items you want to include in the Purchase Order.

I hope this solution will address your problem.

Cheers,

Burhan

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Leonel Bruxel 15 on at

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Hello Burhan,

I really appreciate your input. And indeed the agreement is somewhat helpful on this situation, but it still requires me to release orders one by one. Which is what I am trying to avoid.

I was working with Copilot to try to do an excel template where I can have one line for each PO header and the link it to another sheet and call the same lines for every PO, since I have the same product. And by doing so, in this scenario, the only cell I would have to update each time would be the Requested Receipt Date.

But Copilot can only bring me so far (or I can't really understand it). Anyway, what I was trying is on the picture here, if you could help me pursuing this path I would very much appreciate it. Thank you and have a great day! :)

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Sathish Kumar Palan... 388 Super User 2026 Season 1 on at

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Hi Leonel Bruxel

When using the Excel Add In to upload new purchase order headers and lines in D365 Finance & Operations, it's essential to map the PO header and line references correctly. First, create the PO headers using the appropriate entity. Once the headers are published and PO numbers are generated, update the line details with the corresponding PO references before uploading the lines. This sequential process ensures proper linkage between headers and lines.

Alternatively, you can streamline the entire process using a Power Automate flow. With a simple Excel file, you can automate the creation of multiple purchase orders including both headers and lines in a single, efficient workflow. Please refer to the document below for implementation details.

Let your Operations Flow - Excel to Purchase orders Example - Dynamicspedia

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