PR unit price change when converting to PO

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Posted on by marypeace

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Hi,

My accounting currency is USD and reporting currency is USD.

I created a purchase requisition under Procurement and sourcing>>Purchase requisition>>All purchase requisition.

Initially I accepted the default currency which is USD.

When the purchase requisition is in Review status, I enter vendor account and change the currency from USD to EUR.

My setup is not to automatically create purchase order.

Once the PR has an Approved status, I release approved purchase requisition under Procurement and sourcing>>Purchase requisition>>Approved purchase requisition processing>>Release approved purchase requisition and click Purchase order.

The system convert the approved PR into PO.

Upon checking the PO, the amount in the PO has an incorrect unit price.

What the system did is that, it did not consider the unit price that I enter in PR which is in Euro.

The system defaulted the unit price in PO based on latest purchase price multiply by exchange rate.

There is no trade agreement attach to the item.

The item setup is a service type item but stocked item.

Is this the standard behaviour of the system?

Pls find attached purchase requisition and purchase order.screenshot.

Appreciate your input.

I'm using D365 with product version 10.0.24.

Thanks.

Purchase-requisition-vs-PO-unit-price.docx

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saurabh bharti 15,039 Moderator on at

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I think it should consider price entered in PR, Can you check if there is any policy setup around this?

Procurement > Setup > Policies?

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marypeace 524 on at

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Hi Saurabh,

Do you know what in the policy setup should I check?

I check the setup under Purchase order creation and demand consolidation and change the setup in Price/discount transfer to Allow manual override per purchase requisition line but still the same result.

Pls help.

Thank you.

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marypeace 524 on at

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Hi,

What I noticed is if the PR came from Request for quotation, the price in the quotation updates the PR and when converting into PO, the unit price in the PO is correct.

But if the PR is not using request for quotation and unit price is manually entered and change the currency, when converting PR into PO, the unit price is not correct.

The unit price in the PO that is not correct uses the last purchase price and convert it into the currency entered in the PR.

Pls advise.

Thanks.

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Danny Bilodeau 4,918 Super User 2025 Season 2 on at

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Hello marypeace,

Have you verified that there is nothing else that driving the price, such as Purchase Agreement for the item&vendor or trade agreement for All-Vendor Group-Vendor & Item? The last purchase price could be because the last purchase was affected by the same pricing agreement.

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marypeace 524 on at

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Hi Danny,

I already check the trade agreement for the item but there is none.

Our setup in the item master is to mark the Latest purchase price so that it will default during PR but when the PR is in review status, we manually changed the unit price and the currency.

Pls advise.

thanks.

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Verified answer

Danny Bilodeau 4,918 Super User 2025 Season 2 on at

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Hello Marypeace,

I replicated the behavior you experienced and ajusted it so that the adjusted price on the PR line follows to the PO line.

You have to add a Policy Rule in the Purchasing Policy:

Here is the reference form Microsoft Docs: https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/purchase-policies

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marypeace 524 on at

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Hi Danny,

I change the setup in the purchasing policy as you have said and you are very right.

I created a new purchase requisition, manually enter the vendor and enter the unit price.

When I convert it into PO, the system already get the unit price that I manually enter in purchase requisition.

You are a big help.

Thank you very much.

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Danny Bilodeau 4,918 Super User 2025 Season 2 on at

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Excellent! Glad it worked for you!

Best of luck with your project.

Danny

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