Skip to main content

Notifications

Announcements

No record found.

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

Convert purchase quote to blanket purchase order?

(0) ShareShare
ReportReport
Posted on by 90

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

Thanks for the answers 

  • Verified answer
    anmuriel Profile Picture
    anmuriel 90 on at
    RE: Convert purchase quote to blanket purchase order?

    It worked! Thank you for the instructions.

  • anmuriel Profile Picture
    anmuriel 90 on at
    RE: Convert purchase quote to blanket purchase order?

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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,141 Super User 2024 Season 2 on at
    RE: Convert purchase quote to blanket purchase order?

    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

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,430 on at
    RE: Convert purchase quote to blanket purchase order?

    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

  • anmuriel Profile Picture
    anmuriel 90 on at
    RE: Convert purchase quote to blanket purchase order?

    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
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: Convert purchase quote to blanket purchase order?

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,419 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,492 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans