Automatically Copy Items from Sales Order When Creating a Purchase Order

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  • Triggerz
    Member
    • May 2024
    • 95

    Automatically Copy Items from Sales Order When Creating a Purchase Order

    Hi,

    Is it possible to automatically copy the Items in a Sales Order when creating a Purchase Order? Something similar to how the items are being copied automatically from an Opportunity when creating Quotes.

    Thanks
  • dreginald
    Senior Member
    • Sep 2018
    • 128

    #2
    It is against the business logic to create Purchase Order from a Sales Order, since the Account of Sales Order will be different for a PO. Neverthless, if you want to map the items, you need to create a relationship between PO and Sales Order and write a workflow or formula to map the item

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    • Triggerz
      Member
      • May 2024
      • 95

      #3
      Thanks dreginald, I am fairly new to doing workflows and don't know how to start it. Can you give me some idea on how to do this using Workflows?

      Comment

      • yuri
        Member
        • Mar 2014
        • 8792

        #4
        Hi,

        There's no such an ability. It was not supposed that Purchase Orders were created from Sales Order. The option with Workflow is viable yet can be bit tricky. You can have a button that would create a purchase order and copy all needed fields.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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        • Triggerz
          Member
          • May 2024
          • 95

          #5
          Hi Yuri,

          I just wanted to copy the Product items from the Sales Order so that I won't have to manually add them when I create a Purchase Order.
          Still exploring how to do it though.

          Thanks

          Comment

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