Small and medium business | Business Central, N...

Changing sales data based on purchase data changes

(1) Share

Report

Posted on by Max Barker

We're trying to figure out the following.

If we change an expected delivery date on the purchase orderlines which have direct impact on the Sales order shipment dates we'd like to let it change automatically.

Anyone got any ideas how to get this working so that a Sales user gets an automatic task to approve the change in the sales order?

Categories:

Dynamics 365 Business Central

All responses (6)

Answers (0)

Jenn Claridge on at

Like (0)

Report

Changing sales data based on purchase data changes

Hi Max

Out of the box you cannot do this to my knowledge. This would be an extension to have some sort of sync. I have seen it in ISVS but not native.

I believe you could do this with Power Automate to notify a user when a field changes.
Max Barker on at

Like (0)

Report

Changing sales data based on purchase data changes

Hi Jenn

At this moment we're using a lot of internal communication for this step. What would you suggest in making this process more smart?
Suggested answer

Valentin Castravet on at

Like (1)

Report

Changing sales data based on purchase data changes

Do you use any of the inventory planning functionality in the system, or is it all done manually?

You could look into setting up a power automate flow that notifies users when the expected delivery date on purchase orders is changed.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
Suggested answer

YUN ZHU on at

Like (0)

Report

Changing sales data based on purchase data changes

As far as I know, this can only be customized.

And first you need to use Drop Shipment or Special Order to associate Sales Order with Purchase Order. Otherwise, you can't find it from the code

For example,

Hope this can give you some hints.

Thanks.

ZHU
Max Barker on at

Like (0)

Report

Changing sales data based on purchase data changes

@ Valentin Castravet

We're using an extension from our ERP partner to purchase which is called Item inv. management list.

What is does is make propositions on what to purchase based on current inventory, reorder point, order multiple & ofcourse outstanding Sales orders.
Max Barker on at

Like (0)

Report

Changing sales data based on purchase data changes

@YUN ZHU

We only use Special order on orders which will be shipped directly from supplier to customer. For the regular orders we bundle all the quantity per item number in one line so that we don't send hundreds of lines to our suppliers.