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Microsoft Dynamics NAV (Archived)

MS Dynamics NAV 2009 - Purchase Quote to Sales Quote

Posted on by 95

Hi there

Just wanna check if i could copy a Purchase Quote document and put it into the Sales Quote document using the MS Dynamics NAV. 

It has being a hassle  doing two same stuff all these time hence checking out if someone could help me out of this.

Much appreciated!

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  • Verified answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,139 Super User 2024 Season 2 on at
    RE: MS Dynamics NAV 2009 - Purchase Quote to Sales Quote

    Order Level, you can use Drop Shipment/Special Order Functionality based on your Requirement.

    Please have a look at those functionalities.

  • ctt Profile Picture
    ctt 95 on at
    RE: MS Dynamics NAV 2009 - Purchase Quote to Sales Quote

    thanks! i'll try that out and see if it works.

  • ctt Profile Picture
    ctt 95 on at
    RE: MS Dynamics NAV 2009 - Purchase Quote to Sales Quote

    Hi Mohana

    How about at the Orders level? Like when i have a Purchase Order, can i copy the document to a Sales document?  

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,139 Super User 2024 Season 2 on at
    RE: MS Dynamics NAV 2009 - Purchase Quote to Sales Quote

    It will copy only from Sales Quote to Sales Quote not from Purchase Quote.

  • NYLFX Profile Picture
    NYLFX 60 on at
    RE: MS Dynamics NAV 2009 - Purchase Quote to Sales Quote

    Would the "Copy Purchase Document Batch Job" option work? It is on the document's "Create" group in the ribbon. There is also the same functionality ("Copy Sales Document Batch Job") on the "Sales Quote" ribbon.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,139 Super User 2024 Season 2 on at
    RE: MS Dynamics NAV 2009 - Purchase Quote to Sales Quote

    There is no way at Quotes level as per my knowledge.

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