Tips to avoid PO workflow to save time

Dear Dynamics 365 Lovers,

It is very common, sometime, we need to analyze some issues regarding Purchase Order and for that we want to avoid the workflow submission to avoid unnecessary time waste.

lets explore together, how we can avoid the workflow submission whenever required.

To meet the above requirement we have two best possible ways.

1: We can turn the workflow off for a particular vendor/vendors and the workflow will remain active for all other vendors.

2: We can turn the workflow off for the particular legal entity/Organization, it will be off for all vendors.

Way 1:Turning off the workflow for a particular vendor/vendors

Step 1: Procurement and Sourcing Parameter-> in General Tab-> Make "Allow override of settings per vendor" to 'Yes'

Step 2: Select any Vendor (Accounts Payable-> Vendors-> All vendors-> Select vendor)

Step 3: Go to Purchase Order defaults tab

1. Make "Override settings" to "Yes"
2. Make "Active Change management" to "No"

Step 3: Save

Step 4: Create Purchase Order with the Vendor you have followed the above steps 

Step 5: The Workflow Submission is not required  and the workflow will be grayed out -> The PO will be auto approved , URA!!!

Way 2:Turning off the workflow for Legal entity and it will be inactive for all vendors

Step 1: Procurement and Sourcing Parameter-> in General Tab-> Make "Active Change management " to 'No'

Step 2: Go to Procurement and sourcing > Setup > Procurement and sourcing workflows

Step 3: Select Purchase Order workflow-> Version-> Make inactive->Save and Close the page

Step 4: Create PO with using any Vendor -> Workflow is disappeared there and it is auto approved, URAA! 

Points to consider- Once your work/ analysis is done, make sure you have reverted back the changes to avoid issues from other stakeholders.

I hope this has been a nice reading for you and will add value to your work, if you have you query, kindly do not hesitate to ask me on my shared contact details)