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Sales Order into Purchase order conversion

  • 30 March 2023
  • 5 replies
  • 192 views

Dear Friends,

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

Please advise.

Thank you

Regards

Venuka Kaushalya

5 replies

V
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Userlevel 7
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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
iqraharrison
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Userlevel 7
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@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*.
iqraharrison
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@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*.
V
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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

RohitRattan88
Rank
Userlevel 7
Badge +4

@venukakaushalya43 here’s a good starting point:

Business Events for Automation | Acumatica Cloud ERP 

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