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

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Purchase Quote workflow into Purchase Order

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Posted on by Community Member

Hi there,

Relative newbie to BC here, but relatively experienced in other systems but I am a bit stuck please...

I would like to automate the process of converting an approved purchase quote into a purchase order - not to issue automatically but just to produce the purchase order once the purchase quote approval has been completed - to save 'finance' having to go and check for released quotes and 'make order'.

This must be possible/simple - but some help would be great thanks!

Cheers,

Stuart

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JAngle 150 on at

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That is not part of the workflow responses in the system. It would need to be developed and added as a response or you could have a batch routine do it. The page action checks if the record has an approval outstanding and if not it runs (eventually) codeunit 96 "Purch.-Quote to Order". You could have a routine developed which gathers all the quotes if they are approved and then runs this codeunit against them. The routine could be added to the job queue to remove the need for users to do this.

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