Blanket Sales Order API, How it works when partial Po release come from Trading partner in B2B sales

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Posted on by raobc@bnopentext.on...

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Hi,

We are working on Blanket Sales order receiving from B2B. Below is my understanding.

1. Blanket sales order will be created when we receive Blanket PO from customer.

2. Sales order will be created blanket Sales order when we receive PO from customer with reference to Blanket PO

Any Suggestion?

What is purpose of Release option in Blanket Sales order. If i release Blanket SO, i am not able to edit Qty to Ship and Shipment date

Regards

C Rao

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Dynamics 365 Business Central

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raobc@bnopentext.on... 120 on at

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RE: Blanket Sales Order API, How it works when partial Po release come from Trading partner in B2B sales

Hi,

Issue resolved, I able to created Blanket SO using API with incoming PO from Trading partner and able to create SO relating to original blanket PO when release PO came from Trading partner using API

Regards

C Rao
NAV_with_Narang 2,236 Super User 2024 Season 1 on at

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RE: Blanket Sales Order API, How it works when partial Po release come from Trading partner in B2B sales

1. Consider Blanket SO as a "contract" with the customer, when the customer tells you "Hey C Rao B, I will be needing a constant supply of coffee packets every month. Write me down for 100 PCS per month. Let's continue this for the year". That's when you'll make a blanket SO in BC/NAV. When the time comes to actually ship the goods every month, a SO with "qty to ship" 100 PCS will be created by the user in BC from this Blanket SO. You'll repeat this every month

2. You'll find "Release" button on all major documents. There are several purposes of this button/function. (a) When approval process is enabled in BC, only documents with RELEASES status should be picked. It means that the document is reviewed & approved by the authority (b) There are several users who would only change the status of the document to released when it is approved by the customer, thus notifying their team that this order should not be edited and all the details here are finalized. This way if someone accidentally tries to edit a released document, system throws an error, to remind him/her that this document is released for a reason (c) More often than not, making the document released fires some important validations in BC, so it is always advised to release the document

P.S.: If you're thinking pressing "Release" on Blanket SO will result in auto-creation of SO, no that's not how it works. This button will run the above points and change the status field value of the document. If you want to edit the document, first re-open it, edit and set it again to Release Hope I've answered your question