NAV 2013 R2 - Creation sales quote/order from purchase quote

PanzeriElena

NAV 2013 R2 - Creation sales quote/order from purchase quote/order

Hi all, our customer needs to have a function to create/convert sales documents (quotes and orders) in the related purchase documents (quotes and orders), and vice versa.
Has somebody developed something to do it? Or do you have some suggestions?

Thank you,
Elena

tinoruijs

Have you taken a look at Requisition Worksheets at Purchase, Planning?

PanzeriElena

Yes, but in this case, we can create only purchase order from sales order, not vice versa and not quotes...

PanzeriElena

I tried to use transferfield function, but in sales header there is a different field from purchase header:
SH: 130 Prepayment %, decimal
PH: 130 Prepayment No., code 20

So I have an error message.

Is there a way to transfer all fields, except someone?

Thank you,
Elena

tinoruijs

No there isn't.
You have to transfer the data per field.

Take a look at codeunit 333 - Req. Wksh.-Make Order for how it can be done.