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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automatically purchase...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Automatically purchase order based on a check box in D365Fo

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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

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  • Suggested answer
    Sheela Ningappa Profile Picture
    Sheela Ningappa Microsoft Employee on at

    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

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