[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-244262-105":53,"doc-detail-244262-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","mission-control-purchasing-via-workflow","Mission Control - Purchasing via Workflow","","Mission Control’s Workflow automates purchasing in Business Central by providing two configurable actions: Create Purchase Order and Purchase and Reserve. The Create Purchase Order action generates purchase orders for sales lines when valid purchasing codes, vendors, and remaining quantities are available. The Purchase and Reserve action creates purchase orders for unfulfilled demand and automatically reserves inventory back to the associated sales lines using Business Central reservation logic. The guide covers prerequisites, workflow builder placement, email-to-vendor triggering, testing steps, and how to streamline order fulfillment using document statuses and queues.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/mission-control-purchasing-via-workflow/244262/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/mission-control-purchasing-via-workflow/244262.png","ImageObject",442,249,{"name":88,"@type":89},"Eden","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the difference between Create Purchase Order and Purchase and Reserve in Mission Control’s workflow?","Question",{"text":109,"@type":110},"Create Purchase Order generates purchase orders for sales lines that have valid purchasing codes, vendors, and remaining quantities above 0. Purchase and Reserve creates purchase orders for quantities that cannot be reserved and then reserves inventory back to the related sales line.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What prerequisites are required before using these workflow actions?",{"text":114,"@type":110},"Items must have a vendor code assigned in Business Central, and the Cavallo “Purchase Requisition Template” must be set to REQ. For Purchase and Reserve, reservations must be used as the primary inventory promising method in Business Central.",{"name":116,"@type":107,"acceptedAnswer":117},"How can you test the Create Purchase Order action?",{"text":118,"@type":110},"In Business Central, create a new sales order with a purchasing code (for example, DROP SHIP) and ensure the item card has a preset vendor for replenishment. Use the submit button to send the order to Mission Control’s workflow engine and verify the linked purchase order appears across the sales and purchase documents.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},244262,1789214614,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":20,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":126,"read_time":47},1374391974468,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Knowledgebase > SalesPad for BC > Mission Control > Mission Control Documentation > Mission Control: Purchasing via Workflow  \nMission Control: Purchasing via Workflow  \nProduct Development-2024-11-22-Mission Control Documentation  \nWith Mission Control's Workflow, users can choose between two different purchasing actions in the builder:  \n Create Purchase Order (Used for Dropships and Special Order)  \n This action attempts to create purchase orders for sales lines with valid purchasing codes, vendors, and remaining quantities above 0.  \n Purchase and Reserve (Used to fulfill qty remaining on sales lines)  \n This action attempts to create purchase orders for sales lines with a quantity remaining above 0 and automatically reserves inventory for the associated sales line.  \nThe below document details examples explaining how to configure each of these options within Mission Control's workflow engine and how to utilize these actions while entering orders into Business Central.  \nNote: The Cavallo API must be configured correctly within Business Central before utilizing the above workflow actions. Documentation link: Mission Control in BC Configuration  \nCreate Purchase Order  \nAs mentioned above, this action is used hand in hand with purchasing codes in Business Central in addition to the requisition worksheet. If an item is configured with a primary vendor and a purchasing code is set to that line, the workflow engine will be able to generate a purchase order for that line. See the below setup for more information:  \nPrerequisites  \n Ensure items have a vendor code assigned within Business Central  \nEnsure the \"Purchase Requisition Template\" is set to REQ in Cavallo  \nWorkflow Configuration  \nThis action can be located under either the on-entry or on-exit workflow actions menus in the Mission Control workflow builder.  \nOnce located, the action can be configured to trigger an email out to the vendor automatically if desired.  \nAfter the action is fully setup, remember to save and publish the workflow before running any testing:  \nBusiness Central Order Entry  \nTo test the Create Purchase Order action, navigate to Business Central and initiate a new sales order.  \nNotice in the above image, a purchasing code of \"DROP SHIP\" is selected and my item has a vendor preset on its item card for replenishment. Next, use the \"submit\" button to send this order to Mission Control's workflow engine. The workflow will evaluate the sales order against all conditions and run any actions in the process.  \nOnce the workflow action has ran, Cavallo will link the purchase order and sales line. This can be seen in several areas between the purchase order and sales order.  \n Sales Line Column (PO Number)  \nClicking the PO Number will bring the user directly to the purchase order in Business Central.  \n Purchase Line Column (SO Number)  \nClicking the SO number will bring the user directly to the sales order in Business Central.  \n Cavallo Document Status Factbox  \nClicking the \"View\" button will open a window to see the list of open purchase orders for that sales document  \nPurchase and Reserve  \nIn Business Central, reservations are utilized as a way to allocate inventory to many different order types while allowing inventory numbers to remain accurate. With Mission Control's workflow engine, users can automate the reservation process and generate a purchase order for any quantity that couldn't be reserved due to inventory shortages.  \nPrerequisites  \n Utilizing reservations as primary method of inventory promising in Business Central  \nWorkflow Configuration  \nWorkflow can be setup in a number of ways for this action. The first portion of this section will focus on configuring the basic \"Purchase and Reserve\" workflow action, while the second portion will focus on using this action in conjunction with the \"Has qty remaining\" document status to ensure all sales line are purchased and fulfilled.  \nPurchase and Reserve  \nThis action can be located under ","cbCaiciWMe09zuGi","https://ap.wps.com/l/cbCaiciWMe09zuGi","pdf",1190031,"English","# Create Purchase Order\n## Prerequisites\n## Workflow Configuration\n## Business Central Order Entry\n# Purchase and Reserve\n## Prerequisites\n## Workflow Configuration\n## Workflow Order Fulfillment\n## Configuration Steps\n# Automatic Order Fulfillment","[{\"question\":\"What is the difference between Create Purchase Order and Purchase and Reserve in Mission Control’s workflow?\",\"answer\":\"Create Purchase Order generates purchase orders for sales lines that have valid purchasing codes, vendors, and remaining quantities above 0. Purchase and Reserve creates purchase orders for quantities that cannot be reserved and then reserves inventory back to the related sales line.\"},{\"question\":\"What prerequisites are required before using these workflow actions?\",\"answer\":\"Items must have a vendor code assigned in Business Central, and the Cavallo “Purchase Requisition Template” must be set to REQ. For Purchase and Reserve, reservations must be used as the primary inventory promising method in Business Central.\"},{\"question\":\"How can you test the Create Purchase Order action?\",\"answer\":\"In Business Central, create a new sales order with a purchasing code (for example, DROP SHIP) and ensure the item card has a preset vendor for replenishment. Use the submit button to send the order to Mission Control’s workflow engine and verify the linked purchase order appears across the sales and purchase documents.\"}]","Mission Control - Purchasing via Workflow | PDF"]