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Finance | Project Operations, Human Resources, ...
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Automating creation of purchase order from sales order

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Posted on by 5

Dear Members,

We have a requirement in D365, in which are creating daily sale orders in D365.

Now, we want to automate creation of purchase order in the month end from all sale orders crated in the month.

Eg:- In a month we have 30 sales orders created in D365, now we want to create one purchase order at cost price from 30 sales order.

Requesting for your help.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    305,747 Super User 2026 Season 1 on at

    Hi Harmeet,

    What exactly do you mean with 'at cost price from 30 sales order'? Can you explain that?

    Have you considered using the master planning features? Depending on the full scenario this would be an option or not.

  • HARMEET25 Profile Picture
    5 on at

    Hi Andre,

    Suppose we have created 30 sales order in a month and now we want D365 automatically create the purchase order at the month end based on sales order information.

    I have not considered the master planning feature yet.

    Thanks,

    Harmeet

  • André Arnaud de Calavon Profile Picture
    305,747 Super User 2026 Season 1 on at

    Hi Harmeet,

    Master planning is not an easy module to implement and get the desired result. In this case, you can evaluate if this would help you. If not, you can think of a Power Automate flow or a customization.

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