• To automatically create a confirmed Purchase Order and Purchase Order Receipt from a Vendor Bill, the following configuration is required.


• Go to Settings → Purchase.


• In the “Auto Purchase” section, enable the following options:
  1. Auto Purchase from Bill
  2. Auto-confirm Purchase Orders


• Both options must be enabled (set to True).

• To automatically create a confirmed Sales Order and Delivery Order from an invoice, the following configuration is required.


• Go to Settings → Sales.


• In the “Auto Sale Order” section, enable the following options:
  1. Auto Sale from Invoice
  2. Auto-confirm Sale Orders


• Both options must be enabled (set to True).

Create Sale Order and Delivery from Invoice :

• A “Create SO & Delivery” button is available on the Posted Customer Invoice.


• The button appears only when the invoice is created directly by the user.

• When the user clicks “Create SO & Delivery”, the system automatically:
  • Creates a Confirmed Sale Order
  • Generates the corresponding Delivery Order


• The created Sale Order includes all relevant information from the invoice such as: Products, Product details, Quantities, References, Customer information and Payment terms, etc,.

Delivery Order Validation :

• When the “Create SO & Delivery” button is clicked : The system automatically creates the delivery, the Delivery Order is automatically validated, completing the fulfillment process.

Currency Handling (Sales) :

• If the Invoice Currency differs from the Company Currency :


• The same invoice currency is preserved in the created Sale Order.

• The Sale Order uses the customer invoice currency instead of the base currency.

Standard Sales Workflow Restriction :

• If the invoice is generated through the standard sales workflow : Sale -> Delivery -> Invoice.


• Then, the “Create SO & Delivery” button will not be visible, sfrds already exist.

Create Purchase Order and Receipt from Vendor Bill :

• A “Create PO & Receipt” button is available on the Posted Vendor Bill.

• When the user clicks “Create PO & Receipt”, the system automatically :
  • Creates a Confirmed Purchase Order and generates the corresponding Purchase Receipt and Automatically validates the receipt.


• The created Purchase Order includes details such as : Products, Quantities, Vendor information, Product details, References and vendor bill data, etc,.

Purchase Receipt Validation :

• Once the Create PO & Receipt button is clicked, the Purchase Receipt is automatically validated, completing the receiving process.

Vendor Bill Conditions :

• The “Create PO & Receipt” button appears only when the Vendor Bill is created directly by the user.


• If the Vendor Bill is generated through the standard workflow : Purchase -> Receipt -> Bill

Currency Handling (Purchase) :

• If the Vendor Currency differs from the Company Currency.

• The same vendor bill currency is preserved in the created Purchase Order.