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Small and medium business | Business Central, N...
Answered

Convert purchase quote to blanket purchase order?

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Posted on by 90

Can I convert purchase quote to blanket purchase order? If yes, how to do it? 

Thanks for the answers 

  • Suggested answer
    JAngle Profile Picture
    159 on at

    Use copy document as a work around. A conversion process would be a modification

  • anmuriel Profile Picture
    90 on at

    Hi, 

    When I copy document this is the window that shows: 

    pastedimage1643553254077v1.png

    I'm not familiar with this window.

    Should I enter Document Type as Blanket Purchase Order?

    And for Document No, when I click the 3 dots this is what shows: 

    pastedimage1643553355179v2.png

    There's nothing in here. 

    Thank you in advance for the response. 

  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    Hi

    Create new blanket purchase order (or if you need PO create new PO) then Function -> Copy Document. Now here you need to decide which document you want to copy. in your case is Quote (if you need to copy PO invoice then you select invoice, etc). Select Quote then from number select the Quote you want to. 

    Copy document has 2 below functions 

    Include header will copy the exact header info (vendor, etc). 

    Recalculate Lines which recalculate lines based on new info (new cost , etc)

    pastedimage1643556551788v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    103,811 Super User 2026 Season 2 on at

    Hi, you should select "Copy From", not "Copy To".

    So you should select Document Type = Purchase Quote.

    More details:    

    Hope this will help.

    Thanks.

    ZHU

  • anmuriel Profile Picture
    90 on at

    Thank you for the link. I will read on to this.

  • Verified answer
    anmuriel Profile Picture
    90 on at

    It worked! Thank you for the instructions.

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