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Back-to-back trading functionality

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Posted on by Ben Oegema

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

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Dynamics 365 Business Central

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Inge M. Bruvik 1,165 Moderator on at

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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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YUN ZHU 99,086 Super User 2026 Season 1 on at

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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

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Ben Oegema 9 on at

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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?

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Inge M. Bruvik 1,165 Moderator on at

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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.

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OussamaSabbouh 12,965 Super User 2026 Season 1 on at

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Hello,

Business Central supports back-to-back trading through Special Orders or Drop Shipments, which automatically link sales and purchase orders so quantities and pricing stay aligned.
For more complex trades (multiple buyers/sellers or trade IDs), you’ll need a custom extension or third-party trading add-on.

Regards,
Oussama

1 people found this reply helpful.

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Sumit Singh 11,757 Super User 2026 Season 1 on at

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Hi,

This post dates back to March 2023, so it’s likely that the original poster has already found a solution or the issue has been resolved. To keep the feed relevant and avoid unnecessary comments from other experts, please refrain from adding new replies. Thank you for your understanding.

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Jainam M. Kothari 15,803 Super User 2026 Season 1 on at

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Hello,

For your specific complex requirement, customization requires.

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Valentin Castravet 32,208 Super User 2026 Season 1 on at

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This question is over two years old. I don’t think the original poster is still looking for a solution.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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CU15110957-0 2 on at

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Hi All,

would like to revive this conversation as we have similar trading situation where in back-to back situation is similar.

The point we see is that sales might have prepayments, quantity differences to during pickups and delivery etc requires back to back transaction processing with a final outcome is that trade inventory is zero, losses and adjustments are charged back to vendors.

To achieve this apart from special orders and drop shipments visualising its better with some additional trade ID binding (something like order to order binding in reservation in production between sales -> production -> purchase) which consolidates sales & purchase sides.

Any Add-ons or similar solution approach would be helpful.

Thanks,
Sreekanth

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