Supply chain | Supply Chain Management, Commerce

Release Approved Purchase Requisitions

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Posted on by Community Member

Hi,

I have generated numerous different purchase requisitions, submitted them to an approval workflow and they now have the status 'Approved'. My intent is to now navigate to the 'Release approved purchase requisitions' form to add them to consolidation opportunities before transforming them into Purchase Orders. However, I am unable to see any of my approved purchase requisitions in the Release approved purchase requisitions form. Does anybody know why this is please?

Thanks.

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P.k.Kaushik 1,031 on at

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Hello,

There is a purchasing policy which governs whether PR will be automatically converted to a PO on approval.

Please review the policy which is set under Purchasing policies >> Purchase order creation and demand consolidation >> Manual Purchase order creation section.

If Automatically create purchase orders is checked then PO's will be created automatically when the PR is approved, Provide the vendor info is filled in the PR.

Thanks, Kaushik

This post is my own opinion and does not necessarily reflect the opinion or view of my company or Microsoft.

P.S:- Please mark the answer as verified if it helps you in resolving the issue.

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Community Member on at

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Hi, Thanks for your response!

I don't actually want to create purchase orders automatically. I wanted the approved purchase requisitions to appear in the 'Release approved purchase requisitions workspace' so I can review and consolidate them into opportunities for demand consolidation and essentially group multiple purchase requisitions onto one purchase order. Is there a way to automatically consolidate the purchase requisitions using the tick option you provided or alternatively do you know how to work the functionality of the mentioned workspace?

Thanks

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Alina Lica on at

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Hello,

Per my knowledge, it is not possible to automatically consolidate purchase requisitions.

You can use consolidation opportunities to manually consolidate requisitions:

docs.microsoft.com/.../key-tasks-consolidate-purchase-requisitions

Thanks,

Alina

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Reyaz@Alfa 2 on at

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Hi ,

This is because of Budget issue, If at any stage of approval process budget check get any issue it stuck in PR windwos and it will not automatically appear into approval purchase requisition form.

This is know issue if you search on LCS you will find some KB for this.

Workaround suggested by MS is that - there is button reserve budget funds on PR in financial tab, you need to click for approved PR. Then it will be visible to approved PR.

Thanks

Reyaz Ahmed

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Marian_H 10 on at

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Thanks it solved my problem

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