BC Projects - Create Purchase Order Issues

(3) Share

Report

Posted on by NK-18111617-0

145

I'm trying to figure out what I've done wrong or maybe just haven't done at all so that I can create a purchase order for three items under a project task. This is a small project and my first that I've actually taken the time to setup in BC.

Under line 1201 there are three line items starting with A05B.... They are non-inventory, have a vendor assigned to them, etc.

rich text editor image

Whether I select those three lines or attempt to select the entire task in the project card > actions > create purchase orders I receive this message and nothing happens.

rich text editor image

What am I missing or doing wrong?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (10)

Answers (1)

Suggested answer

Valentin Castravet 28,697 Super User 2025 Season 2 on at

Like (1)

Report

BC Projects - Create Purchase Order Issues

The easiest way is to have all those users use the same profile. You can change their profiles in the User Settings page. Then customize the profile to add those fields. If you go to the Profiles page, you can select a profile and customize it to add fields to it.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

Was this reply helpful? Yes No
NK-18111617-0 145 on at

Like (0)

Report

BC Projects - Create Purchase Order Issues

@YUN ZHU thank you for the additional information! How can I add this so that all members in the organization have these added fields and not just specific to my account/personalizations?

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 91,085 Super User 2025 Season 2 on at

Like (2)

Report

BC Projects - Create Purchase Order Issues

Just adding some information:

Business Central 2023 wave 2 (BC23): Add existing table fields to optimize your pages (Adding Table Fields to Page without Page Extensions)

https://yzhums.com/43183/

Thanks.

ZHU

Was this reply helpful? Yes No
Valentin Castravet 28,697 Super User 2025 Season 2 on at

Like (2)

Report

BC Projects - Create Purchase Order Issues

Great!

Was this reply helpful? Yes No
NK-18111617-0 145 on at

Like (1)

Report

BC Projects - Create Purchase Order Issues

@Valentin Castravet thank you so much! I was able to add Project No. and Project Task No.

I didn't seem to find the project name anywhere, but still this is exactly what I needed! Thank you so much!!! :)

Was this reply helpful? Yes No
Verified answer

Valentin Castravet 28,697 Super User 2025 Season 2 on at

Like (6)

Report

BC Projects - Create Purchase Order Issues

If you don't have the project related fields on your purchase order, you can personalize the page to add them. Click on the gear icon then click on personalize.

After that, click on the + Field button and on the LinesFastab and you will have a list of fields you can add to the page.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

Was this reply helpful? Yes No
NK-18111617-0 145 on at

Like (1)

Report

BC Projects - Create Purchase Order Issues

@Valentin Castravet

Well... now I'm really confused... I don't get that at all on my PO...

Was this reply helpful? Yes No
NK-18111617-0 145 on at

Like (1)

Report

BC Projects - Create Purchase Order Issues

@Valentin Castravet I don't see anything on the existing PO and just in case it is where you can only add the project reference when you create it I went to create a PO and still did not see where I would add the project and task information. Can you point me to this for linking a PO to my project?

Thanks,

Nate Kohlenberg

Was this reply helpful? Yes No
Suggested answer

Suresh Kulla 49,515 Super User 2025 Season 2 on at

Like (1)

Report

BC Projects - Create Purchase Order Issues

Create purchase order only does the planning for inventory items based on the demand and supply, non-inventory or service items cannot be used.

Was this reply helpful? Yes No
Suggested answer

Valentin Castravet 28,697 Super User 2025 Season 2 on at

Like (6)

Report

BC Projects - Create Purchase Order Issues

As far as I know the "Create Purchase Order" function only works for inventory items. Reason being that when you click on this function, the system uses the planning engine to calculate the net quantity of the item required (what's on your project planning lines less what's in inventory).

Since the system doesn't keep track of quantities for non-inventory items, this function won't work for non-inventory items as in your case.

To fix, you can either use inventory items instead, or if you need to use non-inventory items, you can create purchase orders manually and then add the project no. and task no. on the purchase lines for each line item. The end result of creating purchase orders this way is the same as if you created them from the project itself.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

Was this reply helpful? Yes No