How to create a new sales order from a custom action

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Posted on by Syed Safwan

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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YUN ZHU 78,733 Super User 2025 Season 1 on at

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How to create a new sales order from a custom action

An important point, don't use ":=", please use Record.Validate(Any [, Any]) Method.

More details: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/methods-auto/record/record-validate-method?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU
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Syed Safwan 36 on at

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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;
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gdrenteria 15,338 Most Valuable Professional on at

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How to create a new sales order from a custom action

Hi

I hope this can help Blog Series Part 7: Creating Sales Document in AL for MSDYN365BC. | Divyesh Chitte (wordpress.com)

BR

GR