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

Multiple SO to One PO

(0) Share

Report

Posted on by AI-19030541-0

Hi everyone,
We are a trading business using Dynamics 365 Business Central. Our sales process involves creating Sales Orders based on customer orders, and then raising Purchase Orders accordingly to procure the required products from vendors.

Let’s say:
Customer A’s Sales Order includes:
10 Units of XYZ
10 Units of ABC
10 Units of TBH

Customer B’s Sales Order includes:
5 Units of XYZ
10 Units of BHD
10 Units of ASD

I’d like to understand:
1. Is there a way to combine multiple Sales Orders (from different customers) and generate a single Purchase Order for the vendor that supplies all the required items?
2. Can Business Central consolidate the same items (e.g., XYZ from both orders) into one PO line based on total demand, even if they come from separate Sales Orders?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

Andrés Arias 5,166 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hello,

1.- It is possible, taking into consideration that the vendor is the same for the purchase of the products.

2.- BC generates the purchase order considering the sales needs. You can enter the quantities in a single PO.

I hope I can help.

Regards,

Andres

Was this reply helpful? Yes No
Suggested answer

Sohail Ahmed 11,169 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!
Yes, this is possible — and it's a standard feature in Business Central.

✅ 1. Combine Multiple Sales Orders to One Purchase Order

Use the “Requisition Worksheet” to consolidate demand across multiple sales orders and generate one PO for a vendor. It checks inventory, demand, and lead time.

Steps:

Go to Requisition Worksheet

Run Calculate Plan or Calculate Supply Demand

BC will analyze open Sales Orders and suggest purchase lines

Review and carry out action to create the PO — it can combine demand for the same item across multiple orders

✅ 2. Consolidate Same Items into One PO Line

Yes — if multiple sales orders require the same item and vendor, the system will sum the quantity and create a single PO line unless you've set up special order behavior or drop shipment flags.

Note: If you're using drop shipments or special orders, BC will keep the PO lines separate per sales order.

Mark below checkbox to make this answer Verified if it helps you.

Was this reply helpful? Yes No
Suggested answer

Ben Baxter 6,918 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

There is a bit more involved than what AI has provided below.

Your Items will need a Reordering Policy of Lot-for-Lot, or either of the Stock policies, to group the demand into a single PO line. With Lot-for-Lot, the Lot Accumulation Period must be long enough to capture both demand dates for the Item.

Your planning horizon when running the Planning Worksheet will need to be far enough out to capture both sources of demand.

For a single PO, the Vendor for all Items will need to be the same.

I would encourage you to do two things, use a Sandbox environment for learning this capability AND reach out to your partner for guidance to ensure it meets your needs quickly.

Best Regards,

Ben Baxter

Accent Software Inc

Was this reply helpful? Yes No
Suggested answer

RockwithNav 8,941 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Try exploring Requisition worksheet for now and don't jump in planning worksheet assuming all are purchase items.

Lot for lot may work as a workaround but you need to do a bit study on how it works in conjunction with Lot Accumulation period. If this is very close then as per standard feature it's going to club it.

Blog - rockwithnav.wordpress.com/
Twitter - https://twitter.com/RockwithNav
Facebook - https://facebook.com/rockwithnav/

Was this reply helpful? Yes No
Suggested answer

Ramesh Kumar 7,547 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

I hope below link can help you

https://community.dynamics.com/forums/thread/details/?threadid=f03d5299-17c9-ee11-9079-00224822dc70&utm

Thanks

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

Was this reply helpful? Yes No
Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

Hi, good day
I hope this can help you, and give you some hints.

Design details - Handling reordering policies - Business Central | Microsoft Learn

Setup best practices - Reordering policies - Business Central | Microsoft Learn

How does Reordering Policy Fixed Reorder Quantity suggest new orders? - Dynamics 365 Business Central

Best Regards
Gerardo

Was this reply helpful? Yes No
Suggested answer

Mansi Soni 8,951 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hello,

Yes, This is Possible within business central you just need to setup Planning Fasttab under Item Card, in which you need to set specific fields like Reordering Policies and as per the defined Policy you need to setup the related fields under planning Fasttab.

1. Combining Multiple Sales Orders into a Single Purchase Order:

Yes, in Business Central, you can use the Planning Worksheet to consolidate item demand from multiple Sales Orders (even from different customers) and generate a single Purchase Order for the vendor. This tool evaluates demand across sales lines and recommends purchase lines accordingly, which can then be converted into a single PO.

2. Consolidating Same Items into One PO Line:

Yes, Business Central can automatically consolidate the same items (like XYZ from both Sales Orders) into a single line in the Purchase Order when using the Requisition or Planning Worksheet. It calculates the total required quantity for each item across all demand sources and suggests a combined quantity in the PO, simplifying procurement and avoiding duplication.

Hope this answer will help you!

Regards,
Mansi Soni

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 99,055 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

A simple customization can also be done, such as adding a button in the Sales Order List to create a PO based on the selected SOs.

Thanks

ZHU

Was this reply helpful? Yes No