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

PanzeriElena
PanzeriElena Member Posts: 21
edited 2014-11-18 in NAV Three Tier
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

Comments

  • tinoruijs
    tinoruijs Member Posts: 1,226
    Have you taken a look at Requisition Worksheets at Purchase, Planning?
    Tino Ruijs
    Microsoft Dynamics NAV specialist
  • PanzeriElena
    PanzeriElena Member Posts: 21
    Yes, but in this case, we can create only purchase order from sales order, not vice versa and not quotes...
  • PanzeriElena
    PanzeriElena Member Posts: 21
    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
    tinoruijs Member Posts: 1,226
    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.
    Tino Ruijs
    Microsoft Dynamics NAV specialist

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