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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Auto create purchase o...
Small and medium business | Business Central, N...
Answered

Auto create purchase order from sales order (special order)

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Posted on by T Henry 74

We are new to Business Central and working to migrate away from Netsuite. 

We have items on a sales order that are set to be special order. When the sales order is released we would like to have a linked purchase order(s) created automatically with the preferred vendor for the items.

We assume this would be a customized solution to achieve this. I'm looking for some help with what the best approach would be. 

Any guidance would be greatly appreciated. 

Categories:
Dynamics 365 Business Central
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  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi

    I assume you want some function like below but automated. If you want the automated function (when user release SO then create PO) it is a customization. Otherwise, you can use the below function as is. 

    https://www.youtube.com/watch?v=JocTQyPQqOk

    Note:

    We have other requirements that we want to happen during the release but we did not wanted to use "Release" function for it. Hence we created new action named Release & Create PO (in your example). Then users are using Release when no extra action required and they are using Release & Create PO when they need PO

    Thanks 

  • T Henry Profile Picture
    T Henry 74 on at

    Hi MahGah,

    This is an interesting approach.  I was doing some reading previously and is it true that if the item purchasing code is special order we cannot create a purchase order the way in the video describes and cannot do a reservation.

    All of our products are special order and we never keep inventory.   Would this approach have challenges with that?

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi

    It is all sort of internal decision. I have it both way. I worked with a company that liked to edit the main action (in this case released) to eliminate extra training or user mistake. In my current company we try to separate it because we want to have both "basic" and "advanced" option works together and we can use either.

    Hence, the challenge is an internal decision to evaluate pros/cons.

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