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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Updating reference in ...
Small and medium business | Business Central, N...
Suggested answer

Updating reference in PO created from SO

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Posted on by Hamish Duff 37

Hi folks,

I'm creating purchase orders from sales orders for items not in stock - that is the normal process in this firm as we don't hold stock of most items, and lead times are short.

When I create the Purchase Order, ideally we'd like to automatically update the PO created to include the Sales Order # in the "Your Reference" field.

I'm unsure how to develop an extension to do that - has anyone else done the same, and able to share the best approach?

Cheers,

Hamish

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  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 60,949 Super User 2025 Season 2 on at
    RE: Updating reference in PO created from SO

    You can try the following event

    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Purch. Doc. From Sales Doc.", 'OnCreatePurchaseOrderOnAfterPurchaseHeaderSetFilters', '', false, false)]

       local procedure OnCreatePurchaseOrderOnAfterPurchaseHeaderSetFilters(var PurchaseHeader: Record "Purchase Header"; SalesHeader: Record "Sales Header");

       begin

           if PurchaseHeader.FindSet() then

               repeat

                   PurchaseHeader."Your Reference" := SalesHeader."No.";

                   PurchaseHeader.Modify();

               until PurchaseHeader.Next() = 0;

       end;

  • Hamish Duff Profile Picture
    Hamish Duff 37 on at
    RE: Updating reference in PO created from SO

    Thanks for the pointer. I'm thinking there must be an event firing when you click Create Purchase Orders, I'm hoping I can use that to insert the reference...

  • Hamish Duff Profile Picture
    Hamish Duff 37 on at
    RE: Updating reference in PO created from SO

    Sure, just the button to create purchase orders under Related, Funtions. Actually I've relocated it to Home for easy access.

  • KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,661 Super User 2025 Season 2 on at
    RE: Updating reference in PO created from SO

    In standard it is possible, that You create 1 purchase order that is connected to several Sales Orders, so if You want to do it 1 by 1, don't forget to add a check regarding this.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 60,949 Super User 2025 Season 2 on at
    RE: Updating reference in PO created from SO

    May I know what action/process are you using to create the PO?

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