I want to show you how you can easily generate purchase orders from sales orders in Dynamics 365 Business Central. So what I’m going to do is create a sales order, and put an item on there that I do not have in inventory at the time. I’ll generate a purchase order, receive that, and also reserve it to make sure that when those items come into my warehouse, they are reserved for the specific order.
Creating the Sales Order
Here’s my order. I’ve already entered it for this Paris guest chair. You can see from the notification at the top that I do not have enough inventory for this item. To address this, I’ll generate a purchase order from this order.
Generating the Purchase Order
In the sales order, I can reserve the quantity that I’m going to receive in from the purchase order for this particular order. This links the purchase order to the sales order. To create the purchase order, I’ll go to “Line Functions” and then “Reserve.” This will create the reservation in the system.
Creating the Purchase Order
Next, I’ll go to “Actions,” then “Functions,” and choose “Create Purchase Document” and “Create a Purchase Order.” This page shows me what it’s going to create the purchase order for. I can adjust the quantities if needed.
Completing the Process
Now, I have my purchase order created from the sales order. I’ll go ahead and post it. If I go back to the sales order, I can see that I now have enough inventory for this item, and I’m not getting the inventory shortage message. I can then proceed to process this order and post it.
In this demonstration, I showed you how easy it is to create purchase orders from sales orders in Dynamics 365 Business Central and how you can also reserve the quantity coming in against specific orders if needed.