Create purchase orders from sales order delivery schedules
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this procedure to create a purchase order based on a delivery schedule in a sales order.
Create a purchase order from a sales order delivery schedule
Click Sales and marketing > Common > Sales orders > All sales orders.
Select your sales order and double-click to open it. The Sales order form is displayed.
In the Action Pane, on the Sales order tab, click Purchase order. The Create purchase order form is displayed. It shows all the associated order lines. This includes the delivery lines from the selected sales order.
Note
You can also create a direct delivery order if you want your vendor to deliver the goods to the customer. On the Sales order tab, click Direct delivery, and follow steps 4 and 5.
To select the delivery lines that you want to transfer to the purchase order, click the Include check box for each line, or click the Include all check box in the header of the form.
Note
In the same process, you can also transfer other order lines that might be part of your sales order.
Click OK to create the new purchase order, and return to the sales order.
Note
Only the individual delivery lines will be transferred to the new purchase order, not all of the delivery schedule.