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How to consolidate many purchase quotes into one purchase order

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Posted on by Makdaddy_AU

I have many users creating purchase quote usually a couple of purchase lines. They are team member subscriptions. That are all submitting purch quotes lines and sending for approval.

These items are setup as Non Inventory items as we don't want to hold the inventory.

There could be 300 purch quotes per month that would equate to 2 or 3 consolidated purchase orders for 2 or 3 vendors.

How might this work in BC?

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Amit Baru 3,025 on at

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RE: How to consolidate many purchase quotes into one purchase order

Hi,

There is no such feature in BC D365. For this requirement you have to develop the custom functionality.

Regards

Amit Sharma

www.erpconsultors.com

linkedin.com/in/amit-sharma-94542440/

Press YES if info is useful.
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: How to consolidate many purchase quotes into one purchase order

I agree with Kim - it sounds like you should get a customization around this. However there are some solutions offered on AppSource that might have the functionality you need. So you should probably check out some of them as well:

appsource.microsoft.com/.../apps
Makdaddy_AU 48 on at

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RE: How to consolidate many purchase quotes into one purchase order

Seems that there are some partners that have created an external website to manage this process.

Here is an example www.websan.com/electronic-purchase-requisition-app

not sure if anyone else knows of a solution for the rest of the world?
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Dallefeld 11,425 User Group Leader on at

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RE: How to consolidate many purchase quotes into one purchase order

The only 'out of the box' solution is to use Copy Document. You can copy lines only by excluding header as many times as necessary. However, it seems that you could really benefit from a customization and should contact your partner.