How to Manually Change a Purchase Order Number in Dynamics 365 Business Central

 How to Manually Change a Purchase Order Number in Dynamics 365 Business Central

 

Customization and flexibility are key components of any robust ERP system, and Dynamics 365 Business Central is no exception. There are scenarios where businesses might need to manually adjust Purchase Order numbers for various reasons such as alignment with external documents or specific naming conventions. Here's a concise guide on how to make these changes manually in Business Central.

 

Pre-requisites for Manually Changing PO Numbers:

1. Enable Manual Numbering:

Before you can manually change a Purchase Order (PO) number, ensure that the 'Manual Numbers' option is enabled in the 'No. Series' you are using for Purchase Orders. This setting allows users to edit the PO number field.

 

2. Personalize the Purchase Order Page:

If the 'Purchase Order No.' field isn't readily available for editing on your page, you'll need to personalize or configure the page to include this field. To do this, use the 'Personalization' mode to add the 'Purchase Order No.' field to your view.

 

Step by Step: Manually Changing the PO Number:

1. Access the No. Series:

   - Navigate to the 'No. Series' list in Business Central.

   - Locate the series associated with your Purchase Orders.

   - Open the series and set 'Manual Nos.' to true, allowing manual entry of PO numbers.

 

2. Personalize the PO Page:

   - Open the Purchase Order page you wish to modify.

   - Enter 'Personalization' mode (found in the top right corner of the Business Central interface).

   - Add the 'Purchase Order No.' field to your layout. Drag and drop the field into your preferred location, perhaps under the 'Show More' section to avoid accidental changes.

 

3. Editing the PO Number:

   - With personalization complete, find the PO you wish to edit.

   - Click on the 'Purchase Order No.' field. If you've placed it under 'Show More,' expand this section.

   - Enter the new PO number as required.

 

Tips for Best Practice:

- If you only need to manually change PO numbers on rare occasions, consider keeping the 'Purchase Order No.' field hidden under 'Show More' to minimize the risk of unintended edits.

- Always double-check the new PO number for accuracy to avoid conflicts with existing or future POs.

 

Altering the PO number manually in Business Central is a straightforward process, provided you have the right permissions and settings in place. This flexibility allows businesses to maintain consistency and accuracy in their purchasing documents, which is crucial for inventory tracking, financial reporting, and supply chain management.

 

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