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Sales Order into Purchase order conversion

  • March 30, 2023
  • 5 replies
  • 344 views
V
Freshman I
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Dear Friends,

Is it possible to convert sales order into Purchase order  upon completion of sales order ?

Please advise.

Thank you

Regards

Venuka Kaushalya

Best answer by iqraharrison

@venukakaushalya43, you can mark for PO on the certain lines that you’d like to convert to a PO.  it’s not an automatic trigger like Vkumar stated but you may be able to create a business event and trigger based off the sales order status.

 

estebanperalta54

5 replies

V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • March 30, 2023

Hi @venukakaushalya43 

There is no direct automated option. But one can create a PO from Sales order using option mentioned on following documentation. 

https://help-2022r2.acumatica.com/(W(13))/Help?ScreenId=ShowWiki&pageid=dc527541-a18a-44c9-8d51-6d2d77a37443

Hope this helps.

Regards,

VijayKumarU
Manikanta Dhulipudi
Kandy Beatty
Chris Hackett
iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • Answer
  • March 30, 2023

@venukakaushalya43, you can mark for PO on the certain lines that you’d like to convert to a PO.  it’s not an automatic trigger like Vkumar stated but you may be able to create a business event and trigger based off the sales order status.

 

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • March 30, 2023

@venukakaushalya43 I meant to add this originally but mark for PO option is available on the sales order form 

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
V
Freshman I
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@iqraharrison48 / @vkumar , thank you very much for your reply and these really helped me a lot. One small thing, where Can I find and learn about creating business event and trigger based on sales order status, please.

 

Regards

Venuka Kaushalya

iqraharrison
RohitRattan88
Acumatica Moderator
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  • RohitRattan88
  • Acumatica Moderator
  • March 31, 2023

@venukakaushalya43 here’s a good starting point:

Business Events for Automation | Acumatica Cloud ERP 

iqraharrison
Chris Hackett
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