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Creating purchase order from customized form

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Posted on by AX 2012 r3

2,426

Good morning,

I have customizedtable myOrderTable

Then i got a requirement now to have same functionality like we have in sales order form - Purchaseorder

now i have to implement the same thing for my custom table.

I cannot use this because this opens a form which is having Datasource as salesline and inventdim where i dont have salesline.i have myOrderTable

Should i have to implement from scratch or how can i achieve .

Please provide some Suggestion on this.

Regards,

Have a great day.

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Rahul Mohta 21,032 on at

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Look for classes containing keyword 'Create PO' there should a couple which talks about manual, SO, Planned orders, Project....

could then duplicate and create your own and call that logic combining with your OrderTable

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AX 2012 r3 2,426 on at

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Hi Rahul,

Thanks for your quick reply.

Ok then i have to implement from scratch.

And i have to implement Marking functionality also after creating Purchase order functionality.

From Sales order - we create Purchase order then we can see that from General - Related Information - Purchase order - which will open the earlier created PO

Now there in lines action pane of purchase order i have inventory in that There is marking like that i want in my custom form

then marking form will open

in Reference we will get sales order like that the requirement is we need to add one more enum value for reference enum and name it to myOrder then it should work as normal as standard.

Can you suggest what can i do for this marking functionality ?

Will that also be development from scratch

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nmaenpaa 101,160 Moderator on at

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Just one comment: marking is a very complex functionality and it might prove difficult or impossible to add new tables / transaction types to it. Are you sure you can't fulfill your requirement by utilizing existing tables?

What is your business requirement?

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Martin Dráb 237,801 Most Valuable Professional on at

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That sounds very strange to me. What's the purpose of your table? What is its relation to inventory transactions?

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AX 2012 r3 2,426 on at

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Hi,

My table name is serviceOrders and they have ServiceOrderlines Similar to sales order header and line and its not actual standad service order but customized serviceorder.

they want it to be linked to po and then they want marking of multiple service order against PO.

Regards,

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nmaenpaa 101,160 Moderator on at

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The marking functionality is actually inventory marking and it's used to reserve certain inventory goods for certain purposes.

For example you can mark a sales line with a purchase line, which means that the purchased items will be delivered along with that sales order, and no other process can use them.

Service orders are not related to inventory so you should definetely not use inventory marking here. If you want to link your new service orders to a purchase order, just add field PurchId in your service order table and that is the link you need.

And why can't you use the standard service order functionality and enhance it to suit your needs? Most likely that would be much less work. Otherwise you have to create all integrations to existing AX functionalities from scratch - for example financials, invoicing etc.

docs.microsoft.com/.../mark-orders

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AX 2012 r3 2,426 on at

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Hi Nikolaos,

If i use standard Service order will it be possible to implememt marking ?

Regards

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nmaenpaa 101,160 Moderator on at

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nmaenpaa 101,160 Moderator on at

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Marking is intended for inventory transactions.

Services are not inventory items. Could you explain what you mean with marking? What is your functional requirement?

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nmaenpaa 101,160 Moderator on at

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I think the actual question regarding marking is "how are the items that you use in your service going to get out of your inventory"?

Normally service orders are related to projects. So then you would mark your PO to the item consumption on the project.

If you don't use project module, perhaps you need to create a sales order to "sell" the items to the customer of your service. And in this case you would mark the SO and PO.

You need to think about your functional requirements and processes first, and only develop something once you know exactly what you need.

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