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Microsoft Dynamics NAV (Archived)
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How to automate the purchase quote into purchase order

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Posted on by 1,751

Hi 

I want to automate task of creating purchase order from purchase quote .

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  • Verified answer
    Suresh Kulla Profile Picture
    46,926 on at
    RE: How to automate the purchase quote into purchase order

    If you want to automate it without human intervention then create a new report/codeunit and loop through each purchase quote and call the function which gets called on the Make Order.

    Make sure you hide all the dialog boxes in the existing codeunit 96 using GUIALLOWED

    If you use Codeunit you can add code like this : This is just an example

    PurchQuoteToOrder is of type codeunit 96

    PurchHeader is of Type Table 38

    PurchHeader.RESET;

    PurchHeader.SETRANGE("Document Type",PurchHeader."Document Type"::Quote);

    IF PurchHeader.FINDSET THEN

    REPEAT

    PurchQuoteToOrder.RUN(Rec);

    UNTIL PurchHeader.NEXT = 0;

  • Suggested answer
    Mohana Yadav Profile Picture
    60,222 Super User 2025 Season 1 on at
    RE: How to automate the purchase quote into purchase order

    sorry, I was referring in Sales side like sales Quote to Sales Order.

    you need to add action in Purchase Quote

  • javedakhtar Profile Picture
    1,751 on at
    RE: How to automate the purchase quote into purchase order

    Hi,

    Sorry to ask you ,but why should i create a action in sales quotes , if am trying to make a purchase order from purchase quote

  • Verified answer
    Mohana Yadav Profile Picture
    60,222 Super User 2025 Season 1 on at
    RE: How to automate the purchase quote into purchase order

    you have to create an action in Sales Quotes page and select the Quotes and send them to codeunit 86 with a repeat loop. make sure that there wont be any repeated confirmations are messages etc.

  • javedakhtar Profile Picture
    1,751 on at
    RE: How to automate the purchase quote into purchase order

    i have to make build orders

  • Suggested answer
    Mohana Yadav Profile Picture
    60,222 Super User 2025 Season 1 on at
    RE: How to automate the purchase quote into purchase order

    what is yes? I have posted 2 options..

  • javedakhtar Profile Picture
    1,751 on at
    RE: How to automate the purchase quote into purchase order

    yes

  • Suggested answer
    Mohana Yadav Profile Picture
    60,222 Super User 2025 Season 1 on at
    RE: How to automate the purchase quote into purchase order

    how? using job queues?

    or you want to make build orders?

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