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Supply chain | Supply Chain Management, Commerce
Answered

Updating Delivery date in confirmed purchase order Header and Lines

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Posted on by 19
Expected delivery dates for order items change, and we should be able to update D365 accordingly. I need to know  how we can change delivery date of lines of a purchase order in a way that wouldn't result in changing PO status from confirmed to draft. I know we can change by going inside the Po, from the top bar choose Purchase order, then request change, then in the Delivery section we can update the delivery date. But this methods changes order status from confirmed to draft. We don't want that to happen. I also noticed in the PO, in Lines, you can select a line, then select purchase order line, then there is a delivery schedule option there. Not sure if this is the right section for doing this? it adds a new line to the Po as soon as you change a date. Ideally we would want two methods. One method that would change the delivery date of all lines of a Po at once, and another method that would allow us to change the delivery date of only 1 specified line / item ./
  • PC Profile Picture
    PC 19 on at
    Updating Delivery date in confirmed purchase order Header and Lines

    Hello,

    Thank you Gaurav for your valuable response.

  • Verified answer
    Gaurav Bharti Profile Picture
    Gaurav Bharti 134 on at
    Updating Delivery date in confirmed purchase order Header and Lines
    Hi Poonam,
     
    As you mentioned about using request change, I am assuming that you are using a Purchase Order workflow. In Purchasing Policies (procurement & sourcing > Setup> Policies> Purchasing Policies), you will find a Policy rule type= Reapproval rule for Purchase orders. If you will define here the fields which you want to exclude from PO workflow, you can define it here. Then next step would be to add this Reapproval rule into your PO workflow.
     
    Now if you change delivery date (assuming you excluded it in reapproval policy), now when you change using using request change button and submit to Po workflow, status will automatically return back to Confirmed.
     

    Line level delivery date can be changed by selecting that particular line and in Line details > Delivery section> Change delivery date. Again this would need to be defined in reapproval policy rule.
     
    Hope this answers your query.
     
    Thanks
    Gaurav

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