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Back-to-back trading functionality

Posted on by 5

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
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    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 Profile Picture
    Ben Oegema 5 on at
    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?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,296 Super User 2024 Season 2 on at
    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

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    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.

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