web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Automatically purchase...

Finance | Project Operations, Human Resources, ...

Suggested answer

Automatically purchase order based on a check box in D365Fo

(0) Share

Report

Report

Posted on by Riyas ahamed F

1,215

Hi all,

I will add one check box in purchase Requisition Header.

below image.

WhatsApp-Image-2021_2D00_07_2D00_02-at-1.58.39-PM.jpeg

When i click check box set as "yes" in the header

Then only create automatically purchase order., so that how to do ?

Could you please give me some example for that.

Thanks

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Sheela Ningappa on at

Like (0)

Report

RE: Automatically purchase order based on a check box in D365Fo

Hi,

Please Go to Procurement and sourcing/Setup/policies/Purchasing policies/ under the section policy rules, you will find "Purchase order creation and demand consolidation rule" By selecting the effective date, you will be able to get the form as mentioned above.

You can refer the below link which explains on how to use it:

docs.microsoft.com/.../purchase-policies

Also Refer the below link:

community.dynamics.com/.../894865

Thanks,

Sheela

Was this reply helpful? Yes No

Join the conversation

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1

CA Neeraj Kumar 1,933

#2

André Arnaud de Cal... 793 Super User 2025 Season 2

#3

Sohaib Cheema 537 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans