Ideas on how to build a PO form or report

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Dear all,

When I am validating a quote for a customer, quote items can contains different product from different supplier.

The problem I have is that I do not know how to handle my product correctly. The reason for that is that a unique product can be purchase from different customers and can have different cost prices.

Does it means I need to have 2 different product which in fact have the same excecpt the price and supplier reference ?

How to handle this first ?

Next when my first questtion is solved, when I am processing the Order from a Win quote, I need to be able to generate a PO from the Order. The goal of the PO is to be able to send a repoert paper of product list that needs to be Order to a given supplier.

How to acchieve this ? if I were using SQL directly I would create a store procs and then associated it a a combo box in my report selection, but using CRM online it require to use FetchXML so how can I approach this in order to generate a report from my Order which will have as parameter the Supplier reference. Then only product from that supplier will be fetch from products grid..

Any idea how to do ?

regards

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danikahil 85 User Group Leader on at

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Hi,

- For your products with different prices, did you check the "Price Lists" functionality ? You can have different prices list per accounts.

- For your PO, i don't really understand, can you describe your requirements more in details? (Not how you would do it) ;-)

Why can't you generate a report from the quote directly? Do you need an extra PO Entity?

Cheers,

Dani

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Hello Dani,

For my first question to clarify is that I can have a unique product for exemple a Memory card, that I can buy from 2 different suppliers . I do not see how can I handle thos with price list as I have a single product that will be added to my quote so where and how the supplier price will make the difference ?

For my second question :

My requirement is that when an quote is validated by our customer, we convert it to an Order. Then actually we send manually from a word document products that need to be order by Supplier 1 and Suppliers 2. What I trying to reach is to be able to generate this Order report per suppliers based with proper products to be order at given supplier

Hope it is clearer :-)

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Aric Levin - MVP 30,190 Moderator on at

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What don't you create a Word Template from the quote.

You can add the relationships that you need to the Word template, and the design the document as you like.

This will work as long as you don't have more than 1 level of relationship (regardless of type). Meaning there is no issue with Quote -> Supplier and Quote -> Quote Line Items. If you have a 3rd relationship level (Quote -> Supplier -> Parent Account) that would be a problem.

See the following links:

www.microsoft.com/.../using-word-templates-in-dynamics-365.aspx

blog.sonomapartners.com/.../how-to-use-word-templates-in-crm-2016.html

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I am not using Word template because it is less straitforward based on test I already made with it unless I do it in thr wrong path.

From the word template I would need to have :

The list of product items for each supplier identified in products, so I would you do this ?

That would mean I will have one word document for Supplier A with Product of supplier A and same for any other distinct supplier identified from Products items

Thanks for help

regards

serge

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danikahil 85 User Group Leader on at

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Hi Serge,

Ok, here are some ideas.
Problem 1: Having different cost price per product depending on Supplier.

Questions:

What logic do you want to implement if you have the same product purchased in 2 different suppliers with different prices? Do you want the Product to have a rounded cost price? Ex: you purchased 5 Memory Card a 10$, then purchase extra 5 at 20$, do you want your price to be rounded? You can take a look at how ERP system are handling this (Ex: for Dynamics NAV: http://www.archerpoint.com/blog/Posts/how-microsoft-dynamics-nav-calculates-unit-cost-item-card). Once you know the logic we can investigate further.

Problem 2: Generate PO for different Supplier from the same Quote.

Solution:

You can try to use Microsoft Flow to implement your logic. Ex: On Create of an Order, list all the products you have. Retreive the linked supplier (from your Product) and create as many PO as there are Suppliers. You would have to investigate a little as this is not straightforward but Microsoft Flow (or even Logic Apps) can be use now to implement quite complex business logic.

Hope this helps.

Cheers,

Dani

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Hello Dani,

Here are my answer to your questions :

Problem 1 :

So lest say I have Product A that I can buy from Supplier SA or SB at different pricing

Supplier SA sells Product A at 100 euros and Supplier SB sell Product A at 200 euros

My logic is that I will select all time supplier where price is cheaper first, but then it could happen that SA does not have the product in stock or delay is longer that Supplier SB, so at that time I will select supplier SB. An other logic that could happen is that any of those supplier could make a big promotion at a given time.

The problem also is that I could buy from one customer or an other at different reseller price, so in this case CurrentCost and Standard Cost is different from supplier SA and supplier SB as well as their internal product reference.

So how can I define my single product with that in order to avoid creating a product for each supplier which will be wierd ?

I guess I will have to add a new field in Product Form in order to have a Look up field which list only account with Supplier type ?

Problem 2 : I will check that

regards

serge

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Dear aric,

I have try to use the word template as you sugest, it could work but I get a difficulties for my test.

I have define the world template to be under Quote entity and I add the relation to Products.

Then I have read from document that in orde to have the list of product in the quote I need to add a table and then use the reapeat which works great , data comes in similar way as in my quote I can see all products relative to my given quote.

But my requirement now is to get the list of product only belonging to each supplier .

How can I reach this ?

regards

serge

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