Purchasing Policies – Control Purchase order Creation(Auto or Manual) from Approved Purchase requisition in Microsoft Dynamics 365 Finance and Operations: Part-5

This is the next blog in the series of “Purchasing policy”, if you have not checked that out, please check here:

Part-1, Part-2, Part-3 and Part-4

Now in this next blog I am going to talk about the how you can control creation of purchase order once PR is approved.

Rule: Manual Purchase order Creation

We can define following conditions using this rule:

1. Manual creation of PO
2. Automatic creation of PO
3. Automatic except certain category or vendor
4. Auto creation using Batch

Now let’s see this with one example:

Automatic Creation:

In this scenario, selected category is not defined as exception, so PO will be created automatically

Manual Creation:

In this scenario selected category and vendor falls under exception.

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