Hello, we are using the API and need to convert a Sales Order into a Purchase Order. I can make this action in web front, but i don´t know if this action is allowed through API. Could you please tell me witch API method do i need to use?
Basically to do the next through API:
Löst! Gå till lösning.
Maybe the solution is to create a new purchase order based on the products on the sales order. You do not convert a sales order to a purchase order.
There may be different suppliers on the different products so there may even be several purchase orders from one sales order.
You also need to know if it should be a drop-shipment or a stock order for group delivery to the end customer.
As Mikael explains there are more then one Step from SO to PO
This means that if you fetch SO orders with the API and want to create PO orders through the API, you need to also update the connection between them to be able to handle them in Visma.net correctly
Or you can use routines to handle this automatically inside Visma.net
1. SalesOrder (Screen SO301000)
Create the Sales Order
Edit value PO Source on rows to Purchase to Order
2. Create Purchase Orders (Screen PO505000)
Routine that creates purchase orders from
a. Sales Orders (Purchase to Order or Drop Shipment)
b. Prepare Replenishment
3. Purchase Order (Screen PO301000)
Created Purchase Order
More information regarding this You will find in the Developer forum. But you need to be certified in Visma.net API to get access to this forum.
When creating the SO Sales Order you need the Orderlines on the SalesOrder be marked as DropShipment, Vendor etc.
If you don´t use the processes inside Visma.net and creating the PO Purchase Order from API you need to enter values in 2 different Tabs
For example, on the Tab Other Information fields are in API
On the Sales Order, you will first see the link when the Purchase Order is moved forward to Purchase Receipts and Released.
@Thomas Mostrom I don't manage to get the sales order closed. I add the sales order number on the purchase order and create a purchase receipt. The purchase order is then closed, but it doesn't close the sales order.
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