Transferring Information from Sales and Customer to Purchase Orders and Vendors

Transfer information from the Customer to the Supply Orders
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Sales Configurator" which is available at Microsoft AppSource. Click to visit AppSource. Sales Configurator

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Presenter: Sune Lohse, Chief Strategy Officer

Using the configurator, you can add master data that runs through all the hierarchies, so when you add specific information in here, let’s say this is not a 7-gear bike but it’s a 20-gear bike for some reason that the customer would have liked and it’s possible when you build the hierarchy to transfer those information all the way through the hierarchy.

Now I just changed it but I already built the hierarchy, so I need to update my purchase orders for instance if that’s an important information.

So, if I view my master data as it was, it says a 7-gear bike but now the sales have changed the purchase order and therefore I need to update it in here, all the sales people need to tell me to update it so I can update my master data information and look at it again and now it’s updated so this way it’s possible to bind from the sales order all through the hierarchy to the purchase order and print this on the document if you have printing facilities to this, for instance the Document Customizer app and you can print this directly to the vendor.