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how do you create a purchase order from a sales order?

Posted on by 10

Hi,

We have sales orders with over 200 lines which is to be purchased from the same supplier, is there a quick way to create a purchase order from the sales order?

We are currently doing it manually which takes up a lot of time and there is a high risk of mistakes

I have read how to guides which suggest it is possible but the options don't seem to match what we have on our version.

Please can you advise how to do this for Microsoft Dynamics NAV 2016?

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how do you create a purchase order from a sales order?

    Hello,

    It is a standard NAV field. Please ask your Partner to expose the field on the Purchase Line subform page.

    Thanks,

    Steve

  • G.Gebbie Profile Picture
    G.Gebbie 10 on at
    RE: how do you create a purchase order from a sales order?

    Thank you for your help, however we do not have a Purchasing Code field listed when using the Choose Columns feature

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how do you create a purchase order from a sales order?

    Hello,

    I will answer this in 2 ways:

    1. If the Sales Order is to be Drop Shipped (Drop Shipment) then you can use the Drop Shipment Functionality that links Sales Order to Purchase Orders. I am attaching an instructional handout I give my customers to explain in detail.

    2. Depending on how you setup the Items and their planning/replenishment parameters, you can run the Requisition Worksheet to pull in the Sales Order demand, for the Items and Vendor (make sure its the same Vendor in Requisition Worksheet and you can set as default on Item Card). Then you can Carry Out Action Message to create the Purchase Orders. I am attaching a small handout on this.

    Hope this helps.

    Thanks,

    Steve

    3632.Drop-Shipments-vs-Special-Order.docxRequisition-Management_5F00_TR_5F00_05.pdf  

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