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Updating reference in PO created from SO

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Posted on by Hamish Duff

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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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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

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KasparsSemjonovs 4,774 Super User 2025 Season 2 on at

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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.

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Hamish Duff 37 on at

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

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Hamish Duff 37 on at

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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...

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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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;

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