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Create special orders

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You can create a special order for a specific catalog item to be shipped to a specific customer. Your vendor ships the item to your warehouse and you can then ship the item on to your customer either independently or together with other items on another order.

Special orders imply that the purchase and sales order are linked to ensure that the specific catalog item is picked and delivered to the customer.

Before you can use this feature, you must first set up the customer, vendor, and item cards necessary for the order.

To create a special order

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Sales Order, and then choose the related link.

  2. Choose the New action. Create and fill in a sales order for the item. For more information, see Sell Products.

  3. On the Lines FastTab, fill in the sales line. In the Purchasing Code field, select a purchasing code that has the Special Order field selected.

    You must now create a purchase order from a requisition worksheet.

  4. Choose the Lightbulb that opens the Tell Me feature. icon, enter Requisition Worksheets, and then choose the related link.

  5. Choose the Special Order action, and then choose the Get Sales Orders action.

  6. On the Get Sales Orders page, show results where the Document No. is the sales order number. Choose the OK button. A requisition worksheet line is created for the item.

  7. On the requisition worksheet line, in the Action Message field, select New.

  8. On the Requisition Worksheets page, choose the Carry Out Action Message action. The Carry Out Action Msg. - Req. page opens. Choose the OK button.

    A message appears telling you that the purchase orders have been created. Choose the OK button.

A purchase order created as a special order for a sales order is respected by the planning system as it balances demand and supply. That is, the purchase order (supply) remains linked to the sales order (demand), even if that purchase order could supply another earlier demand. For more information, see Design Details: Reordering Policies.

Note

You cannot use the special order functionality if the item is already reserved. Therefore, for items that are sold on special orders, make sure the Reserve field on the item card is not set to Always.

See also

Work with Catalog Items
Sales
Make Drop Shipments
Design Details: Reordering Policies
Work with Business Central

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