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Project / Deal / Order

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My company receives a purchase order from a customer. We then have to send out purchase orders to our suppliers. I feel like this should be under a 'project' module but I feel that I am getting lost in terminology.

I want to have an invoice we send to our customer and the purchase orders we send to our suppliers are within one /deal/ /project/ or /order/

I would love guidance on how to best set this up.

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Business Central

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Ben Baxter 4,915 Super User 2024 Season 2 on at

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Project / Deal / Order

This sounds like standard Planning to me. I would only introduce the "project" aspect of Business Central if you need to add Labor or other components in the process of supplying the product(s) to your client.

Planning Examples (2):

Your client issues a Purchase Order to you for one or multiple items. You keep a lean inventory, so you need to order those Items from your suppliers.

Drop Ship Planning:

The Requisition Worksheet can be used to generate Purchase Orders to your suppliers, and the suppliers ship the product directly to your customer. You never touch the Item and rely on your supplier to properly package the products for your customer's order(s). This requires setting up the "Purchasing Codes" to properly identify the Drop Ship lines on a Sales Order.

Traditional Planning:

The Planning Worksheet can be used to get purchase suggestions based on the new customer order. The Reordering Policies are likely "Lot-for-Lot" or "Order" in this scenario. The product would be received in your warehouse, and you handle the shipping to the customer.

Project Example (1):

The client issues a Purchase Order to you for a conveyor system. You have to turn around and order the components required to build the conveyor system from your suppliers. You then track your time to build the conveyor system, maybe even training on how to use it. I would most likely use the Jobs module for this. You could also use the Manufacturing module, but likely would want some customizations.

I would encourage you to reach out to your BC Partner to discuss your needs here. There are clearly multiple ways to handle this, so it is better to talk it out and set it up right from the beginning.

Best Regards,

Ben Baxter

Accent Software Inc
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YUN ZHU 73,647 Super User 2024 Season 2 on at

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Project / Deal / Order

I'm curious why this is related to Project.
Your customer sends you a purchase order, which to you should be a sales order.

You need to create a Sales Order first, and then create a purchase order from the Sales Order.

Here are some simple ways to create a Purchase Order from a Sales Order.

Drop Shipments: https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-drop-shipment?wt.mc_id=DX-MVP-5004336

Special Orders: https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-to-create-special-orders?wt.mc_id=DX-MVP-5004336

Quickly Create Purchase Document from Sales Order (Not Drop Shipment and Special Order): https://yzhums.com/7480/

Hope this helps.

Thanks.

ZHU

Project / Deal / Order

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