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blanket order in D365 Finance and Ops

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Posted on by Hetal Gore

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I want to create a blanket order in Dynamics 365 Finance and ops, where i can receipt multiple invoices against one purchase order. The invoices which come in could be at different values, but the quantity will also be one.

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Ludwig Reinhard Microsoft Employee on at

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Hello Hetal Gore,

Why do you want to have a quantity of one?

Is it possible to change this e.g. add the total value as quantity and a price of one?

I am asking this because I noticed many questions in the community where people did something similar and run then in issues with rounding when they posted the different invoices for a fraction of the quantity one.

Best regards,

Ludwig

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Rahul Mohta 21,032 on at

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even with a single Po can have multiple receipts

For blanket could use:

1) Purchase agreements and then create releases

2) Use delivery schedule on Po line

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André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

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Hi Hetal,

I do assume the PO would have a lumpsum and you will receive invoices based on e.g. the progress. Is my understanding correct that you may have a PO for 10000 and have the next invoices?

- 2000, 2000, 3000, 3000? (just an example)?

In that case, you can switch the quantity and the amount. Order 10000 quantity with a price $1. (or what ever currency). When receiving the first invoice you post 2000 quantity with $1, leaving 8000 open. Etcetera. In this way, you can manage also amounts with 2 decimals.

In the past, I also had created a customization for a customer where the original fields for quantity and price were replaced by edit methods. The edit methods did then decide where to put the quantity and the price in the database table. So, it looked like an order of 1 times $10000, but actually it managed 10000 as quantity and $1 as price in the background. This was based on a setting per item.

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Rahul Mohta 21,032 on at

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pls suggest if our responses helped

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Hetal Gore 102 on at

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Hi Ludwig,

I was thinking to swap the price for the quantity, i.e if the invoice are coming as a total of 10,000 and each month it is 2000, then i could do a PO with quantity 10,000 and then receipt 2000 as the invoice come through. My only concern in giving this advise is the auditors and how we can explain this process to them?

is this process well known in the world of D365 FIn&Ops?

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Rahul Mohta 21,032 on at

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won't go good with auditors

would purchase agreements not work ?

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Hetal Gore 102 on at

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Hi Rahul,

If we use the purchase agreements then is become contractual binding so we don't want to go down that road. But i have advised the individual to make more use of the different type of unit we have.

Thanks so much for everyone's help

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André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

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Hi Hetal,

Switching the quantity and amount is used in more implementations. I never got any negative feedback from auditors.

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Vamsi Pranith 682 on at

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We have actually worked with this solution. I'm not sure what would be the concern with the auditors. I guess the point with the auditors may be that as long as the value of the PO and Invoices would remain the same, that should not be a problem. To be honest, this is the best way to approach blanket orders in D365/Dynamics AX 2012 if you want to maintain only one PO as the record with the vendors. Else, the ideal Dynamics way would be to use a master agreement/Purchase agreement.

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Rahul Mohta 21,032 on at

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pls suggest if our responses helped and marked them answered

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