Hi, Readers.
This time I want to share another mini tip of Dynamics 365 Business Central. How to quickly create a purchase document from Sales Order.
In a typical sales purchase process of Business Central, you might create a sales order first, and if there is not enough inventory you might go to Purchase Order module to create a new purchase order. (Replenishment System is Purchase)
Actually, there is a simple way (out of the box) to create a purchase document from Sales Order.
Let’s take a look at it.
Create Purchase Orders
1. Create a new Sales Order and add some sales lines.
![](https://yzhums.com/wp-content/uploads/2021/01/image-48-1024x409.png)
2. Choose Actions -> Functions -> Create Purchase Document -> Create Purchase Orders
![](https://yzhums.com/wp-content/uploads/2021/01/image-49-1024x449.png)
Generating Lines to Plan
![](https://yzhums.com/wp-content/uploads/2021/01/image-50-1024x446.png)
Generated.
![](https://yzhums.com/wp-content/uploads/2021/01/image-51-1024x489.png)
PS:
Vendor is set on the Item card.
![](https://yzhums.com/wp-content/uploads/2021/01/image-52-1024x394.png)
Quantity to Purchase is calculated in the background based on the location, outstanding Purchase Orders and others.
![](https://yzhums.com/wp-content/uploads/2021/01/image-53.png)
You can directly modify the Vendor and Quantity to Purchase on this page.
![](https://yzhums.com/wp-content/uploads/2021/01/image-54.png)
3. After clicking OK, the purchase order will be automatically created.
![](https://yzhums.com/wp-content/uploads/2021/01/image-55.png)
![](https://yzhums.com/wp-content/uploads/2021/01/image-56-1024x475.png)
Test Video:
Create Purchase Orders
1. Create a new Sales Order and add sales lines.
![](https://yzhums.com/wp-content/uploads/2021/01/image-48-1024x409.png)
2. Choose Actions -> Functions -> Create Purchase Document -> Create Purchase Orders
![](https://yzhums.com/wp-content/uploads/2021/01/image-58-1024x473.png)
3. Select which sales invoice lines to use.
For example: All Lines
![](https://yzhums.com/wp-content/uploads/2021/01/image-59-1024x394.png)
4. Select a vendor
![](https://yzhums.com/wp-content/uploads/2021/01/image-60-1024x462.png)
After clicking OK, the purchase invoice will be automatically created.
![](https://yzhums.com/wp-content/uploads/2021/01/image-61-1024x492.png)
Test Video:
PS:
Page: Purch. Order From Sales Order (1328, Worksheet)
Table: Requisition Line (246)
![](https://yzhums.com/wp-content/uploads/2021/01/image-57-1024x490.png)
END
Hope this will help.
Thanks for your reading.
ZHU
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