How to setup NOT to trigger PO re-approval process after PO is approved.

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Posted on by AC-07050857-0

Hi all,

I have a business case as below:

Step 1: Create PR with only one line with Qty=10 and Unit Price = 100, the PR is approved.

Step 2: System automatic create /Approved/ PO with same Qty = 10 and Unit Price is 100.

Step 3: Vendor offers us a discount after approved PO (Step 2), Unit Price is $95 and same Qty =10, the total purchase order amount is changed to $950 (Original Step 2 is $1,000)]

Now user requests:

(i) Unit price $95 is lower than the original approved unit price $100, no need to trigger PO re-approval process. Any tolerance we can setup?

(ii) As long as the revised PO total amount $950 is less than the original approved $1,000 PO amount, no need to trigger PO re-approval process. Any tolerance we can setup?

Please kindly share your idea.

Thanks.

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André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

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How to setup NOT to trigger PO re-approval process after PO is approved.

Hi,

In the workflow configuration, you can add a condition and use a calculated field for a delta amount or delta percentage. Upon validation, the workflow can perform an auto approval or assign it to a user if it doesn't meet the condition.
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saurabh bharti 15,039 Super User 2024 Season 2 on at

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How to setup NOT to trigger PO re-approval process after PO is approved.

Hi,

Please check this

https://exploredynamics365.home.blog/2021/05/15/purchasing-policies-re-approval-for-purchase-order-in-microsoft-dynamics-365-finance-and-operations-part-2/
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Ramit Paul 22,302 Most Valuable Professional on at

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How to setup NOT to trigger PO re-approval process after PO is approved.

Hi,

We have reapproval policy under purchase policy, however I don't think this will cater your requirement because your criteria is dynamic based on unit price, you may need to think about customized solution unless some other experts share something.