Updating dates on Sales Orders

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Posted on by rajivsewsarran

Hi All,

When a sales order is created from a sales quote, I would like to have the document date updated to "Today's Date"

EG
If i create a sales quote on 12/12/22 and only converted it to a sales order on 12/29/22, i would like the document date to show 12/29/22

How do i go about doing this?

Thanks!

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Dynamics 365 Business Central

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S.Kawamura 1,532 on at

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HI,

Just type and overwrite document date. It's convinient to type "t" instead of typing the date of today.

So far as I researched, no standard feature exist for such requirement..

I hope this helps you.

S.Kawamura

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rajivsewsarran 44 on at

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Hey thanks for your response,

Unfortunately the client wants it automatically populate.

Can't wrap my mind around how that code should be...

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DAnny3211 11,417 Super User 2026 Season 1 on at

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hello

you must ask your partner to develop a pesrosnalisation

DAniele

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Inge M. Bruvik 1,165 Moderator on at

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The code to do this is pretty easy. There is an event you can subscribe to that trigges when a quote is made into a sales order. You can simple set the date to today in that event. I am adding some sample code.

codeunit 55015 QuoteToSalesOrder { [EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Quote to Order (Yes/No)", 'OnAfterSalesQuoteToOrderRun', '', false, false)] local procedure OnAfterSalesQuoteToOrderRun(var SalesHeader2: Record "Sales Header"; var SalesHeader: Record "Sales Header"); begin SalesHeader.Validate("Document Date",Today); SalesHeader.Modify(true); end; }

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rajivsewsarran 44 on at

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Thanks! ill have a go and let you know how i get on!

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Inge M. Bruvik 1,165 Moderator on at

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[quote user="rajivsewsarran"]
Thanks! ill have a go and let you know how i get on!
[/quote]
Good, let me know if you need more assistance with it.

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rajivsewsarran 44 on at

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Hi Inge,

Thanks for your help.

This is what i sued and it worked!

[EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Quote to Order", 'OnAfterCreateSalesHeader', '', true, true)]

local procedure OnAfterCreateSalesHeader(var SalesOrderHeader: Record "Sales Header"; SalesHeader: Record "Sales Header")

begin

SalesOrderHeader.Validate("Document Date", Today);

SalesOrderHeader.Modify();

end;

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