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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 32,748 Super User 2024 Season 1 on at

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RE: Back-to-back trading functionality

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.
Ben Oegema 5 on at

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RE: Back-to-back trading 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?
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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Back-to-back trading functionality

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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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Back-to-back trading functionality

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.