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Auto create Purchase Order

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Posted on by Candy_1

Hello Experts,

One of my customer wanted to create Purchase order automatically whenever the inventory is low/less. Is there any functionality or setup we can achieve this?

Appreciate your help.

Thanks,

Candy

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JAngle 133 on at

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Power automate is a good use case for this requirement. You can monitor the item table for changes to 0 inventory for items and then creating a purchase order from there. Something like this:

When the "Condition" is used it creates a "Yes" and a "No". Add an action in the "Yes" to create a purchase order and then purchase order line for that item.

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Ben Baxter 6,575 Super User 2025 Season 2 on at

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Unfortunately (maybe not), there are no setup toggles to fully automate purchasing. However, you could use standard Job Queues and some codeunits to achieve this.

First, create a Job Queue that uses a codeunit to run your Planning Worksheet overnight.

Second, create a Job Queue to use a codeunit to handle the results in the Planning Worksheet. If your replenishment is pure stock policies (Fixed/Max Reorder) it would be simple. If in the order based policies, what to do with Warnings/Emergency messages? What about Cancel/New combos? What about Date Changes or Quantity Changes? The end goal would be for the system to make the same decisions a person would logically make and then create the Purchase Orders.

You could (should) stop there to avoid sending auto-POs to your Vendors.

However, you could also build in that the POs are auto-Released on creation from the Planning Worksheet, and a Job Queue to send Released POs to your Vendors. At this point you've completely automated (for better or worse) your purchasing process.

I do not agree with everything listed above, but it is possible.

Best Regards,

Ben

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divyeshchitte 968 on at

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You can automate the process MRP (Material Requirements Planning) in business central and can atomize the process

below is the video to get detailed understanding

www.youtube.com/watch

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Jeffrey Bulanadi 8,760 on at

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Hi Candy,

I would strongly suggest to utilize the use of requisition worksheet. It allows you to calculate the demand or your item stock falls below the level that you must replenish the item.

It would also suggest you the quantity to purchase the given parameters.

After calculating the demand and quantity to replenish. You can then carry out action and it will create a purchase order for you as long as you setup the item with a default vendor to purchase with.

Then for the automation we can use a job queue to call a functionality that will automate the calculation and creation of PO but it can done thru technical development.

If you find this useful please give it a like or verify the answer. By this way you can help other members know that the topic has been answered. Have a nice day. Thank you.

Cheers,

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Suvarna on at

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Hi Josh,

I am trying to create flow in power automate. Requirement is create purchase order from sales order with condition / filter of customer no. Can u help me for how to set up?

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