Auto-Create Document

The complexity of what you’re trying to achieve is quite high, due to the need to cross tenants. I strongly suggest completing the standard developer training offered by Acumatica to ensure you have the knowledge required to complete this customization. 

For a trivial example of PO creation via code, you have this one on StackOverflow: https://stackoverflow.com/questions/49886811/how-to-create-purchase-order-via-code

using (new PXLoginScope(user + "@" + tenant))
{
    YourLogicThatRunInTheScopeOfAnotherTenant()
}

I’m confused -- you need to create SO or PO? In any case, you’ll need to hook into the Confirm Shipment action, then create a graph instance and fill up the required fields. Have you completed the full Acumatica developer training? This is covered.

I can think of two approaches, one that will work, the other i’m not so sure and needs to be tried out:

• You can use Acumatica web services API to communicate with the other tenant
• You can try to impersonate the user of another tenant by using PXLoginScope, but i’m not sure if it’s appropriate for this scenario

Example of login scope approach:

using (new PXLoginScope(user + "@" + tenant))
{
    YourLogicThatRunInTheScopeOfAnotherTenant()
}

@SadokHanini well, that changes everything -- is it another company contained in a different tenant of the same instance, or different instance?

Bonjour @mohamed1walha,

You could certainly achieve this through customization, however it sounds a bit overkill to me; Acumatica has a built in replenishment workflow that can be used to trigger a purchase order or inventory transfer when it gets below some threshold. These processes can be scheduled and run on a regular basis. You can read more about Automated Replenishment in the Acumatica Help.

Please note that Acumatica will not create a shipment automatically for an order if you don’t have enough inventory to fulfill this order; if your goal is to always keep 0 inventory on hand and always do a PO for these orders than I think what you need to investigate is drop shipment (Livraisons Directes on CEGID XRP Flex) 

cc @SadokHanini