How to enable No Series different categories for Sales Order that are converted from a sales quote

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Posted on by B@houston

Hi all,

The No. Series for the sales order has two different categories, S-ORD-0001 and EXP-ORD-0001, for example. The question is, when converting a sale quote to a sales order, sales order number is defaulted to be 'S-ORD-002' (for example) and user has no chance to manual select the No Series categories.

Are there any workaround to allow user to select No Series category (EXP-ORD-002, for example) before convert to sale order? Thank you.

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Bilal Haider 391 on at

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RE: How to enable No Series different categories for Sales Order that are converted from a sales quote

Yes, this is common request by customer and in standard it is not possible. Customization is only way.

If you are creating a sales order directly then business central give you option to choose no series by clicking on assist edit button along with No field.

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B@houston on at

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RE: How to enable No Series different categories for Sales Order that are converted from a sales quote

Thank you, MahGah.

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MahGah 15,511 on at

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RE: How to enable No Series different categories for Sales Order that are converted from a sales quote

Hi

We had the same request and the answer was we need to build small customization for this purpose. Basically it is a small table that we define

1) Quote No Series Q1 goes to SO No Series S1

2) Quote No Series Q2 goes to SO No Series S2

And customization handle the rest.

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