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Finance | Project Operations, Human Resources, ...
Answered

Configuring Overdelivery Percentage in D365

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Posted on by 5

pastedimage1661353982318v1.png

We are receiving the errors above in Anthology Finance.  Would someone be able to assist me with how I would configure the system to allow for the over delivery percentage?

Thank you

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  • Verified answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    Hi,

    In procurement and sourcing parameters, enable over delivery. Secondly released product form, purchase fast tab enter allowed over delivery %.

  • Arkansas Colleges of Health Education Profile Picture
    5 on at

    Any way you could share the steps with me?  We are new to D365 and very unfamiliar with where to configure things.

    Thank you

    Dawn

  • Verified answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    Hi,

    Follow below steps for over-delivery configuration. Once you complete these setups create a new purchase order system will allow you to process PO.

    1) Go to procurement and sourcing module>Setup>Procurement and sourcing parameters>Delivery tab>Enable accept over delivery

    pastedimage1661356548583v1.png

    2) Specify allowed % in released product. Go to product information management module>Products>Released products

    pastedimage1661356651832v2.png

  • Arkansas Colleges of Health Education Profile Picture
    5 on at

    Thank you so much for this help.  I got through step 1 perfect.  When I go to step 2, I do not see the same things you are showing:  

    pastedimage1661358255453v1.png

  • Verified answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    Hi,

    Looks like your product is not released.  Go to products>select the require product>release to your company.

    pastedimage1661358768134v1.png

  • Verified answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    You can specify the % in existing PO as well. Go to PO>line details>delivery tab

    pastedimage1661359499927v1.png

  • Arkansas Colleges of Health Education Profile Picture
    5 on at

    When I go to Release Products option, there is actually nothing listed.  I wonder if that is because we do not use catalogs for selecting items when doing purchase requisitions and/or purchase orders.  

  • Arkansas Colleges of Health Education Profile Picture
    5 on at

    I will make sure to share these steps with our procurement department so they can edit the over delivery % on the PO.  I appreciate all your help with this.

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