Business Central / NAV UG
Business Central / NAV UG
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Manually Creating Purchase Orders in “Bulk” Using the Planning or Requisition Worksheet
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Manually Creating Purchase Orders in “Bulk” Using the Planning or Requisition Worksheet
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We would like to be able to manually create a number of P.O.’s by building a list of “manual” Action Messages on either the Planning or Requisition Worksheet, but have discovered problems with this:
- The Item Description does not default in, and therefore does not appear on the P.O. Line
- Vendor Pricing works as expected on the Requisition Worksheet, but only Unit Cost is pulling in on the Planning Worksheet
We are using this “manual bulk planning” technique very well for Production Orders and expected it to work similarly for Purchase Orders. Can anybody help explain why it apparently does not
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Mike Cunningham
PSSI
South Bend IN
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Update…
It appears to be pricing the P.O.’s correctly when you Carry Out the message, but it wants to use the Description from the Vendor Cross Reference which is blank for most of our records. In other places, like adding Lines to a P.O., if the Cross Reference Description is blank, it will default back to the Item Card Description. Apparently, that does not happen on the Planning or Requisition Worksheets.
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Mike Cunningham
PSSI
South Bend IN
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Hi Mike,
It’s one of those “that’s how NAV works” things. When you define a Vendor Cross-Reference for an Item, it defaults to using the Cross-Reference Description in Purchase lines instead of the main description on the Item record. This behavior is not specifically related to the Requisition or Planning Worksheet. The same would happen if you were to manually create a PO for said vendor and add said Item as a line on the PO.
Depending on your PO report layout, you may find that the printout shows the Vendor Cross-Reference No. instead of (or alongside) your internal No. for the Item.
The simplest solution to your problem is to populate the standard Item description to the Vendor Cross-Reference records. This can be done manually, or by writing a simple script in NAV (called a processing report) that can do a mass update in seconds or minutes. Your partner can help with this.
If that is not an option, then you would need to work with your partner (or have a developer license for some of this) to add custom code to override/circumvent this behavior.
Before customizing NAV in a manner that circumvents standard behavior, I would strongly advise that you thoroughly consider the consequences and evaluate all options with your NAV partner first. If and when Microsoft makes an update to the functionality you are modifying, your customization will need to be reconciled with those changes.
Good luck!
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AJ Ansari
NAV Product Manager
InterDyn BMI
Houston TX
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