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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create multiple orders...
Customer experience | Sales, Customer Insights,...
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Create multiple orders from one quote

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Posted on by Brendeltier 5

Hey,

We offer our customers different products in one offer. Some products are billed earlier than others.

pastedimage1616407564075v1.png

To display this correctly in the system, I need a separate order for each individual product, if I have understood correctly.

What would be the best way to achieve this?

Create a separate quote for each individual product? That would be pretty time consuming.

Create a separate order for each product from the quote? Could this be automated and if so, how?

I have the same question (0)
  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Thank you for your query.

    You can create multiple orders from an activated quote, but there is not feature to split or create the orders with selected orders. 

    What you can do is, create multiple orders (by clicking on Create Order button the quote) and then delete the extra products from the order.

    To automate this, you have to write your own logic to create orders, which would require a custom workflow/plugin.

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    If my answer was helpful, please mark it as verified (click 'Yes' under 'Did this answer your question').

    This should make it easier for the other readers.

  • Brendeltier Profile Picture
    Brendeltier 5 on at

    I did. Thank you so much for your answer.

  • Genesis Profile Picture
    Genesis 145 on at

    Hi is this issue resolved>? We offer document automation for MS Dynamics, let me know if you still need assistance in this aspect

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