Dynamics Community Forum Thread Details

Creating Purchase Orders automatically from a list of preexisting items from different suppliers

Hi All,

I would like NAV to order, or create automatically purchase orders from a list ( BOM?) of preexisting items from different suppliers.

For example, for manufacturing an specific type of machine (say "MachineA") I need to order 100 items from 10 different suppliers. All the information regarding the vendors and items is already in the system. Is there anyway to group the items into a list or assembly (called "MachineA_items" for example) so I can order just that assembly and NAV sort them into the corresponding Purchase Orders and work out the quantities automatically?

At the moment I have to manually create 10 purchase orders, manually look for the parts corresponding to that machine and that supplier (with the possibility of committing mistakes) and post them one by one. Also currently I need to keep a record of which items belong to which machine outside of NAV (excel).

Looking forward to your reply.

Thanks.

Borja Yohn Rueda

Hi Borja Yohn Rueda,

This can be achieved using Order Planning or the more advanced Planning Worksheet. Additionally on the item card replenishment system needs to be set as Prod. Order and we need to have a production BOM assigned to the item to be produced. If we now run Order Planning, Calculate Plan it will replenish by order. This means when we have an outstanding prod. order it will suggest to replenish its components. If you execute it will create the purchase orders for the components against the vendor set on the item card.

Order Planning does not require to fill out the planning tab of the item card. When using the Planning Worksheet you need to set planning parameters including the reordering policy.

From the purchase order on versions prior to NAV 2013 you also have the feature Explode BOM (Functions), but this will not enable to have various vendors, it will use the one specified on the purchase order header.

Finally, on the latest release of NAV (2013) the assembly module is enhanced. It includes integration with order planning and planning worksheet. On that release you can plan by assembly order.

Hope this helps. Best regards, Christiaan.

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