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Create Multiple Sales Orders in One Click
Michael Pido November 17, 2022 0 Comments

Bulk Sales Order Creation for Microsoft Dynamics 365 Business Central

Bulk Sales Order Creation | Microsoft AppSource

The fastest way to create multiple sales orders in one click is to use the Bulk Sales Order Creation App. This App can be prepared in Excel by copying the template from Business Central. Fill out the necessary fields and copy them back to Business Central before clicking the Create Order button. This tool is also helpful to set up a new Business Central production environment.

Supported Editions:

    • Microsoft Dynamics 365 Business Central Essentials
    • Microsoft Dynamics 365 Business Central Premium

Supported Countries:

    • All countries where Business Central is available.

Supported Language:

    • English

Note:

    • Any questions or need assistance with the setup please feel free to contact VISTAS CLOUD.

The following steps to make the Bulk Sales Order Creation work:

  1. Copying VISTAS Sales Header and Line templates from Business Central to Excel.
  2. Filling out the fields in Excel for Sales Headers and Lines.
  3. Copying Excel – Sales Headers and Lines to Business Central – VISTAS Sales Headers and Lines.
  4. Generating bulk sales orders by clicking the Create Orders action button from the VISTAS Sales Headers page.

Copying VISTAS Header and Line templates from Business Central to Excel

To copy and paste the templates, search for VISTAS Sales Headers in the Tell Me window and select the related link.

Dynamics 365 Business Central Bulk Sales Order Creation 

Select Edit List action and copy the row as a template by pressing control-c from your keyboard.

Bulk Sales Order Creation2

Paste the row to Excel by pressing control-v from your keyboard.

Bulk Sales Order Creation4

Open VISTAS Sales Lines.

Bulk Sales Order Creation5

Copy the VISTAS Sales Line – row.

Bulk Sales Order Creation6

Paste the row to Excel.

Bulk Sales Order Creation7

Filling out the fields in Excel for Sales Headers and Lines

Fill out fields for Sales Headers in Excel.

Dynamics 365 Business Central Bulk Sales Order Creation

Fill out fields for Sales Lines in Excel. Please note that if the Unit Price is zero it will pull the price from the Item Card during the Bulk Sales Order Creation.

Dynamics 365 Business Central Bulk Sales Order Creation

Copying Excel – Sales Headers and Lines to Business Central – VISTAS Sales Headers and Lines

Copy the sales header table to VISTAS Sales Headers.

Dynamics 365 Business Central Bulk Sales Order Creation

Dynamics 365 Business Central Bulk Sales Order Creation

Copy the sales line table to VISTAS Sales Lines.

Dynamics 365 Business Central Bulk Sales Order Creation

Dynamics 365 Business Central Bulk Sales Order Creation

Generating bulk sales order by clicking the Create Orders action button from VISTAS Sales Headers page

To generate Bulk Sales Order Creation, select Create Orders action button.

Dynamics 365 Business Central Bulk Sales Order Creation

A bulk sales order has been created.

Dynamics 365 Business Central Bulk Sales Order Creation

Dynamics 365 Business Central Bulk Sales Order Creation