Skip Requisition Worksheets process in case of Drop shipment and Special Orders.

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Posted on by CU15100829-0

Is there any way to skip the Requisition Worksheet process for Drop Shipments and Special Orders? The client requires that if there are Drop Shipment or Special Order lines, they don't want to go to the Requisition Worksheet to create the Purchase Order (PO) or Sales Order (SO). Instead, they want an action button on the Sales Order Subform to create POs for Drop Shipment lines and Special Order lines directly from there.

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Dynamics 365 Business Central

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Khushbu Rajvi. 17,377 Super User 2025 Season 1 on at

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Skip Requisition Worksheets process in case of Drop shipment and Special Orders.

Creating a custom action button for generating POs directly from the Sales Order Subform is a straightforward approach that aligns with the client's needs.
You can extend the Sales Order page to add a new action. This action can then call code to create Purchase Orders directly from Drop Shipment or Special Order lines.