If you use Abakion’s Document Customizer together with the Sales Configurator in Microsoft Dynamics 365 Business Central, master data flows automatically from the sales order down through the document hierarchy. This includes purchase orders, where the master data appears on the purchase order header and can be printed in the footer of the document using a Document Customizer report.
You don’t have to re-enter master data manually on purchase orders. The data is transferred from the sales order, so the information is ready to send to your vendor.
You can improve readability by merging better text on the sales order, which then carries over to the purchase order.
Master data transfer from sales order to purchase order
When you use Document Customizer alongside the Sales Configurator, the master data is transferred from the sales order and moves down through the hierarchy. If you have purchase orders connected to the sales order, they become part of that flow as well.
This means the master data information ends up on your purchase order header automatically, without you having to key it in again.
Printing master data on the purchase order
When you print the purchase order using a Document Customizer report, the master data is placed in the footer of the purchase order. It shows up there simply and clearly.
If you want it to be easier to read, you can enrich the data with better text merged on the sales order. That text then carries over onto the purchase order.
Once printed, the purchase order holds all the master data ready to send to the vendor.
Q&A
What happens to master data when you use Document Customizer with the Sales Configurator?
The master data is transferred from the sales order down through the document hierarchy. If you have purchase orders linked to the sales order, the master data is also transferred to them.
Where does the master data appear on a purchase order?
The master data is transferred to the purchase order header. When you print the purchase order with a Document Customizer report, the master data appears in the footer of the document.
Can you make the master data easier to read on the purchase order?
Yes. You can enrich it with better text merged on the sales order, which then carries over to the purchase order so it’s easier to see.
Do you need to enter master data manually on the purchase order before sending it to the vendor?
No. The master data is transferred automatically from the sales order, so the information is ready to send to the vendor.