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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to create a new sa...
Small and medium business | Business Central, N...
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How to create a new sales order from a custom action

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Posted on by Syed Safwan 48
How to create a sales order to a customer from a custom action. 

i have created a custom action in sales order list page. On action a standard dialog box opens up with customer as a field, as a user selects the customer the sales order should be created for that customer. is it possible? 
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  • Verified answer
    Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 24,089 Most Valuable Professional on at
    How to create a new sales order from a custom action
  • Suggested answer
    Syed Safwan Profile Picture
    Syed Safwan 48 on at
    How to create a new sales order from a custom action
    Hi gdrenteria, i went through the link you shared and found the answer, using the below code. thank you
     
                        trigger OnValidate()
                        var
                            SalesHeader: Record "Sales Header";
                            Customer: Record Customer;
                        begin
                            Customer.Get(Rec.Customer);
                            SalesHeader.Init();
                            SalesHeader."Document Type" := SalesHeader."Document Type"::Order;
                            SalesHeader."Sell-to Customer No." := Customer."No.";
                            SalesHeader."Sell-to Customer Name" := Customer."Name";
                            SalesHeader.Insert(TRUE);
                        end;
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 94,263 Super User 2025 Season 2 on at
    How to create a new sales order from a custom action
    An important point, don't use ":=", please use Record.Validate(Any [, Any]) Method.
     
     
    Thanks.
    ZHU

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