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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Auto-create PO from RFQ
Finance | Project Operations, Human Resources, ...
Answered

Auto-create PO from RFQ

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Posted on by Kyra Philipsen 10

Hi all, 

I am currently having some trouble with auto-creating PO's from RFQ's. 

Following actions were taken:

1) Create Purchase Requisition and run through the workflow (not approving, status is in review)

2) Option create RFQ become available

3) Create RFQ and send to chosen vendors 

4) Receive the answer to the RFQ from the vendors and compare the replies 

5) Accept and reject the replies of the vendors

-> No PO is created 

6) Approve the Purchase Requisition (as it could not be approved before accepting or rejecting replies of the vendor)

-> No PO is created 

Does anyone know what setup is missing or why no PO is created? 

Thanks

Kyra 

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  • Verified answer
    qianwang Profile Picture
    qianwang 7,168 on at
    RE: Auto-create PO from RFQ

    Hi Kyra Philipsen,

    If you create an RFQ directly, a PO will be created automatically when accepted.

    If you create an RFQ from a PR, you need to approve the PR first. Whether a PO can created from a PR automatically is controlled by purchasing policy --- purchase order creation and demand consolidation.

    0741.png

    Regards,

    QianQW

  • Kyra Philipsen Profile Picture
    Kyra Philipsen 10 on at
    RE: Auto-create PO from RFQ

    Thanks for your response,

    If i'm understanding correctly, when this box is ticked, the PO should be created after approving the PR

    So,

    Bid is accepted before approving the PR. After the PR is approved, the PO will be created?

    Thanks in advance!

    Kyra

  • qianwang Profile Picture
    qianwang 7,168 on at
    RE: Auto-create PO from RFQ

    Hi Kyra,

    Yes. If you ticked this option and then the PO will be generated automatically after approving the PR.

    You can test it in the testing environment.

    Regards,

    QianQW

  • Community Member Profile Picture
    Community Member on at
    RE: Auto-create PO from RFQ

    How can i find this? can you show me the way?

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