Hi,
In our business we trade back-to-back, hence sales order(s) are always connected to purchase orders(s) and the traded product and quantity are at both the sales & purchase side.
Is there a functionality / add-on that allows to create this 'trade capture' interface with connected sales & purchases orders?
To give an example, we would like to enter trades like below into business central (just a basic example)
Any suggestion or advise is highly appreciated.
Thanks in advance,
Ben
Trade ID | Seller | Price | Quantity | Buyer | Price | Quantity | Trade date |
00001.A | Seller A | 100 | 100 | Buyer A | 102 | 30 | 20/04/2023 |
00001.A | Buyer B | 105 | 40 | 20/04/2023 | |||
00001.A | Buyer C | 101 | 30 | 20/04/2023 |
Please go through the documentation for special orders and see if that is something you can build on.
learn.microsoft.com/.../sales-how-to-create-special-orders
It is possible to do customizations on top of the special order functionality.
Hi Inge, really appreciate you response. This could work. Any idea if there are functionalities where you can create sales & purchase orders in the same entry?
As far as I know, the standard does not have such a function. But if you use the Special Orders or Drop Shipments features, a simple customization should do the trick.
Drop Shipments:
https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-drop-shipment
Special Orders:
https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-to-create-special-orders
Hope this helps
Thanks.
ZHU
You mean you want a report that shows the data in that way or are you actually looking to do data entry in that way?
I mean you can create a purchase order on basis of a sales order so I am not sure I see a need for a data entry like that.
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