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we have just discovered we can physically receive stock using the mobile app on an unconfirmed PO!
is that expected functionality? or can we disable that somehow?
What AX2012 / D365FO version do you operate?
it is d365 FO 8.1
platform Update23 (7.0.5126.35382)
There is as far as I have seen no requirement for having the PO confirmed. Once work is created, it can be received on the mobile device.
there is no pre existing work, the receipt process creates the work and allows us to book in stock that potentially has never been authorised, which pretty much is a bypass on any controls put in place.
surely this is a big disconnect from the transaction that should be fixed?
If there are goods arrived, someone did actually submit the PO to the vendor. I do agree that you would like to have an alert when it happens. Then you have to find out if someone e.g. did send an unauthorized email to the vendor or did order by phone. Finding the root-cause would be more interesting compared to blocking the receiving process. There are also companies who requires to receive an ASN to plan timeslots for the docking stations. This would also be an alert that the vendor thinks he has to deliver goods without a confirmed PO in your ERP.
yes its proof someone spoke to a supplier, and in the process bypassed financial controls, PO workflow etc etc
just seems wrong to allow its receipt at all! at least an option to disable it would be nice!
Receiving a PO using the mobile app results in the PO Line becoming Registered, but the PO itself does not automatically become 'Received'. As you say, it is possible to receive a PO on the mobile app even if the PO has the Status = Approved (i.e. it is not Confirmed).
This mirrors behaviour that you get if you are not using the Warehouse module. i.e., it is possible to use Inventory Registration on a PO which is not Confirmed.
Note that in all cases, it is not possible to post the Product receipt (GRN) for a PO which is not Confirmed.
I noticed a fairly recent hotfix for R3: KB 4026019: Inbound work creation when PO is not confirmed. The description is: The changes in the hotfix make sure: When you do purchase receive via mobile device, if the current purchase is not approved or confirmed, throw an error message to block from proceeding.
So I think the design is clear; unless the PO is still in workflow (Draft, In review), it should be possible to receive the PO on a HHT.
In real-life, it allows the inventory in F&O to reflect reality. If the Vendor has delivered PO123, even if PO123 is not Confirmed, it allows F&O to show that the items have arrived.
Are you sure that it allows PO Workflow to be bypassed? The mobile app should not allow you to receive a PO which is not Approved.
yes agree we cant post anything financial on the PO until it is confirmed, but by this stage we have accepted receipt of the stock hence are now liable for what ever cost regardless.
that hotfix sounds like the ticket though!
just retested work flow and you are correct, i cant receive a PO that is in workflow which does help a fair bit in fairness with sites we have workflow enabled
ah the hotfix is for R3! we are on D365 FO
Sorry, I did not mean that I think the hotfix will be useful for you!
Rather, I was using it to demonstrate that the possibility to receive an Approved-But-Not-Confirmed Purchase order via the mobile app is deliberate.
no probs, i just read it wrongly!
appreciate the advice! i'm still not sure if i agree that its correct process to allow its receipt though :)
if it rejected the PO number then we would not accept delivery until authorised and the PO cleared
I understand. This idea is the closest I can find. You could vote it up:
If employees are giving the suppliers a PO number before they have had the PO approved, you could consider using Purchase requisitions. The Purchase req can go through the approval process.... and the requisitioner won't even see a PO number until after the req is approved.
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