Skip to main content

Notifications

Announcements

No record found.

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

How can we verify whether the purchase order confirmation has been sent to the vendor?

(1) ShareShare
ReportReport
Posted on by 207
We currently send our purchase orders to vendors through the print section. However, we're now seeking a simpler method to verify whether we've indeed sent the order confirmation to the vendor.
 
 

We've identified three potential solutions internally, but none of them meet our requirements:

1. Utilizing the 'No. Printed' column: This column tracks the number of times a document has been printed or send. However, it's not a reliable indicator of whether the order confirmation has been sent, as printing the document also increments the count.

2. Cross-referencing the purchase order overview with the 'sent emails' page: While this method could verify whether the confirmation has been sent, It's too time-consuming to perform this check on a daily basis.

3. Automatically sending the order confirmation when the order status is 'released': Unfortunately, our BC version lacks the necessary capabilities for this feature, and we don't use applications like 'flow'.

Are there any alternative suggestions?
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 75,595 Super User 2024 Season 2 on at
    How can we verify whether the purchase order confirmation has been sent to the vendor?
    Hi, if you want to avoid customization, you can consider using the existing standard fields, such as Your Reference, and manually write "Sent" after each send. This field can also be added to the list page.
     
    Hope this helps.
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 12,920 Most Valuable Professional on at
    How can we verify whether the purchase order confirmation has been sent to the vendor?
    Hi
    I was certainly going to tell you that you can relate it to the released status, it is what would allow you to identify the mentioned status without resorting to coding.
    Best Regards
    Gerardo
  • Osvaldo Rossi Profile Picture
    Osvaldo Rossi 25 on at
    How can we verify whether the purchase order confirmation has been sent to the vendor?
    Hi.
    You could extend the Purchase Header table adding a new column to mark or count the times the PO was sent by email.
    After creating the column you could subscribe to the following event:
    [EventSubscriber(ObjectType::Table, Database::"Document Sending Profile", OnAfterSendVendor, '', false, false)]
    local procedure OnAfterSendVendor(var Sender: Record "Document Sending Profile"; ReportUsage: Integer; RecordVariant: Variant; DocNo: Code[20]; ToVendor: Code[20]; DocName: Text[150]; VendorNoFieldNo: Integer; DocumentNoFieldNo: Integer; DocumentSendingProfile: Record "Document Sending Profile");
    begin
    end;
    This event gets executed after any document is sent to a vendor.  You can check if conditions are met and increment the corresponding record counter for the corresponding PO.
    Hope this helps.
    Kind regards,
    Osvaldo. 
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans