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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Job Queue or "Other" m...
Small and medium business | Business Central, N...
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Job Queue or "Other" means to automate Purchase Orders from Sales Orders?

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Posted on by PC-29042243-0 52

USE CASE:
Customer(s) buys items. Sales Order generated for Customer(s) to buy Items.
Items being sold are NOT Inventory Items but are on-demand purchased for re-sale and Drop Shipped.
At close of business each day, the list of Sales Orders needs to be processed to create Purchase Orders w Drop Ship.
*Assumption is there are too many daily Sales Orders to perform this Purchase Order creation and Drop Ship 1 by 1 manually/efficiently.

QUESTION:
Can the above scenario by automated to avoid 1 by 1 Purchase Order creation against Sales Order lines?

P.S. Be kind, I’m new to this

P.P.S. Searching here and elsewhere hasn't yielded a response that I understand or can work with.

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • PC-29042243-0 Profile Picture
    PC-29042243-0 52 on at
    Job Queue or "Other" means to automate Purchase Orders from Sales Orders?
    Thanks @Ben Baxter & @Valentin Castravet for your replies.
  • Verified answer
    Ben Baxter Profile Picture
    Ben Baxter 5,044 Super User 2024 Season 2 on at
    Job Queue or "Other" means to automate Purchase Orders from Sales Orders?
    Peter,
    Welcome to the forums! Yes, Business Central has a process to cycle through all Sales Orders looking for Drop Ship Items and makes the suggestion(s) on what to buy and from what Vendors.
    Go to the Requsition Worksheet and run the Drop Shipment > “Get Sales Orders…” process, as shown in the below screenshot.

    The Purchase Order Lines created will be linked directly to the Sales Order Lines. When the Vendor notifies you of the shipment, you can Post your Purchase Order Lines as “Received”. This will automatically mark the linked Sales Order Lines as Shipped. You can then manually invoice those lines or have a Job Queue cycle through and bill the Shipped Not Invoiced Sales Lines.
     
    I would encourage you to use the link to Microsoft Learn, provided by Valentin, to step through the process.
     
    P.S. When you find a solution to your question, please mark it as a Verified Answer.  This helps other forum Users find the solution as well.

    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,250 Super User 2024 Season 2 on at
    Job Queue or "Other" means to automate Purchase Orders from Sales Orders?
    The Requisition Worksheet has a function to create purchase orders for all outstanding drop shipments, rather than creating each purchase order individually. More information: Make Drop Shipments (contains video) - Business Central | Microsoft Learn
     
     
    Valentin Castravet
    Zander ERP Services

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