Procurement in connection with a Sales Order
In Business Central, there are several ways to create Purchase Orders for retail items. The most common are the Requisition Worksheets (from the manufactoring module) and the functionality to create Purchase Order from a Sales Order. However, if retail items are needed explicitly for a specific Sales Order, these two options fall short.
In both cases, the goods are not ordered on an order-by-order basis. Thus, the reservation of the required quantity in the Sales Order line must be done manually. Especially in the second case, both the order (here: Sales Order line) lacks the link to the Purchase Order (here: Purchase Order line) expected by the user and vice versa.
Create Purchase Order
For this requirement, the separately available app DYCE IT-Business Toolkit offers a simplification compared to the standard of Business Central. Further explanations on how to create Sales Order-related Purchase orders can be found in this part of the DYCE documentation.
Project prices for purchasing with special bid
Suppliers sometimes grant discounts on individual orders, projects or customers-related purchase orders. For this, the quantity and price (and discount, if applicable) are specially negotiated. Orders for which such a project price has been negotiated must be processed separately. It is in the nature of things that there is always a Sales Order for this type of Purchase Order. A reference number (Special Bid) is assigned by the supplier for the project price. As a rule, this kind of special order is only processed by the supplier if the reference number is given in the order. If the reference is not included, the discount will not be granted or the order will not be processed.
To create and process such orders, a reference number can be entered in the Sales Order line (in the Special Bid field). Provided that the app DYCE IT-Business Toolkit is installed, the reference will be added to the Purchase Order via the Create Connected Purchase Orders functionality (see above and in the Create Purchase Order section) and can thus be printed. This also applies to Purchase Orders created via the Requisition Worksheet.
When creating Purchase Orders, they are always unique with regards to Special Bid. Different order lines with the same reference number can be combined into one Purchase Order.
If an Sales Order line contains a reference number, the reservation is never made against any available stock.