Microsoft Dynamics AX (Archived)

Purchase Order Workflow

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Posted on by Bilal1737

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I have set up the Purchase Order Workflow from the Procurement and sourcing module.

I created a new purchase order to test the new workflow however the submit button is not displayed.

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Javirrubio 965 on at

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RE: Purchase Order Workflow

Have you enabled the "Change Management"? Go to Procurement and source parameters \ General \ Change management for Purchase Orders. You need to select "Activate Change management".

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jac_rod 39 Moderator on at

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RE: Purchase Order Workflow

Another thing to look at is to make sure you activated the purchase order workflow. To check, you can open the "Procurement and sourcing workflows" list page, select the purchase order workflow and click the "Versions" button.

An active version should have a little green arrow by it. It it's not active, open up the workflow and activate it.

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André Arnaud de Cal... 299,415 Super User 2025 Season 2 on at

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RE: Purchase Order Workflow

If you meet the above requirements, then test with new purchase orders. The setting of change management is copied to the vendor. It can be overridden per vendor. Also when you create a purchase order, you can disable the change management setting (if allowed according to settings). Already existing orders do have this tick box disabled prior to the Change management setting in the parameters.

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lally 8 on at

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RE: Purchase Order Workflow

Hi Andre ,

I had enabled the change management and configured the workflow , then created the purchase orders A1, A2 , A3 . and Purchase orders approved . ( Yellow button appears)

Now i disabled the change management , so with out workflow also Purchase order document could be approved.( yellow button not appears)

My question is even i disabled the Change management , for the existing Purchase orders ( A1 , A2 , A3 , A4 ..) , still show the workflow , for example if i want to make some changes against the PO's what would be the suggestion .

Thanks in advance

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André Arnaud de Cal... 299,415 Super User 2025 Season 2 on at

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RE: Purchase Order Workflow

Hi Lally,

If an order was created with the change management active, you have to click the 'Change request' button. Then the order can be edited. After applying you changes, you can resubmit the workflow again.

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Community Member on at

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RE: Purchase Order Workflow

I have an issue where a user turned on change management for an entity that does not use change management. They created several PO's that have change management activated. Is there a easy way to reset the PO's already created back?

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Community Member on at

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RE: Purchase Order Workflow

Hy Bilal1737

Go to -> Procurement and sourcing tab -> Setup -> Procurement and sourcing workflows. Create a new workflow with name Purchase order workflow. Put your approval conditions and assign users to it. Save and close the window with activate check option. If your workflow is not set as default then set that workflow as default on form page.

Now go to -> Purchase orders and create a new purchase order you will find the submit button on it.

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