CONTENT
Introduction Solution components Demo Conclusion |
INTRODUCTION
The purchase order (PO) workflow is a widely used IT Application Control (ITAC) in Dynamics 365 Finance & Operations (D365FO), especially for SOX-compliant organizations. Its primary purpose is to ensure internal approval before processing purchase orders.
This article examines whether purchase orders must go through workflow approval when created under specific scenarios, such as:
- Firming a planned purchase order
- Releasing an approved purchase requisition (PR)
The answer is no. If the purchase orders are already required, additional approval is unnecessary.
Planned purchase orders are system-generated based on demand signals, reviewed, and approved before being converted into actual POs. If no further procurement team approval is needed after PO is created, then the firming process should be designed accordingly.
Purchase requisitions (PRs) must go through a workflow approval process, typically starting with a department manager and continuing through additional levels based on total cost and signing limits. If the resulting POs do not require additional approval, the PR approval process should be configured with this in mind.
However, if a created PO is touched and changed, it should be subject to a re-approval process. This article explains how to configure the system to bypass PO approval when originating from PRs or planned orders while ensuring re-approval when modifications occur.
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