Purchase Order Approval

(0) Share

Report

Posted on by GregSomogyi

Hi,

My customer requires Purchase Orders to be approved before they can reach the 'Submitted' System Status.

Under the Field Service settings there is a toggle that, according to the documentation, should do just this:

https://docs.microsoft.com/en-us/dynamics365/field-service/configure-default-settings#purchase-order-settings

I have checked in multiple environments with different security roles and field security profiles and the toggle seems to do nothing.

Anyone have experience with this?
Is that Field Service Setting supposed to work or do we need to create an approval another way?

Thanks

All responses (2)

Answers (1)

Sort by

Verified answer

Nya 29,064 on at

Like (0)

Report
Copy link

Link copied!

Hi GregSomogyi,

Here is the definition of the option "Purchase Order Approval Required". - Enable if a Purchase Order requires approval in order for the status to be changed to Submitted

msdyn_PurchaseOrderApprovalRequired

So if it is enabled and the purchase order is rejected (Approval Status = Rejected), the System status of the purchase order cannot be set as Submitted.

There will be an error message saying that The system status can't be changed to "Submitted" unless the approval status is "Approved."

Relatively speaking, if it is disabled, regardless of whether the purchase order has been approved or not, its system status can be changed to submitted.
GregSomogyi 10 on at

Like (0)

Report
Copy link

Link copied!

Nya, thanks for the reply.

This helps.

I was able to reproduce what you described. Somehow it wasn't working before.

What I'm still having a problem with is this functionality does not prevent the Purchase Order from being submitted if the Approval Status field does not contain data.