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

Pop-up/Information on item/product in Purchase order

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Posted on by 5

Hi!

Is there any standard functionality in AX that let me add information on an item that will be shown when it is added on purchase order? It doesn't need to be a block functionality, information notice is good enough.

Scenario:

We have items that should not be sent via EDI flow to Supplier but automatically the order is set to go via EDI. If pop-up information could be shown with information about the item (that it should be sent via email order/pdf) it would minimize the risk since its hard to keep track of separate restriction lists for different suppliers.

Hope someone can bring some knowledge and suggestion how to solve the issue.

Kind regards

Sofia

  • Verified answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Pop-up/Information on item/product in Purchase order

    It's definetely possible with a small development. You can even prevent the user from ticking the EDI checkbox if there are items that should not be sent via EDI.

  • SofLof Profile Picture
    5 on at
    RE: Pop-up/Information on item/product in Purchase order

    Hi! Thanks for your reply.

    In our system we tag a supplier as EDI-supplier. Which makes the order automatically be chosen for EDI when sending it. But maybe not all items (lets say 1 out of 100) we buy from the supplier should go via EDI (for example prototype items, first buy etc.). Then it would ease for the purchaser if a pop-up/notification/something that gives this information about this item shows and brings the info that it should not go via EDI and the purchaser will untick the EDI flow when sending the PO.

  • SThakur Profile Picture
    412 on at
    RE: Pop-up/Information on item/product in Purchase order

    I do not completely understand your first line, but this is what I have inferred:

    You are looking to create a notification when an item is added to the purchase order line and want to change the item details before sending the confirmed order through the EDI. Is that correct?

    On the Product(Master data) table [DMFProductMasterEntity], you will have a denormalised view of data fields, from other tables; for example inventory dimension group, storage dimension group etc. which drives the functionality for example physical and financial posting. This type of information you cannot see on the purchase order line.

    Some of the information like purchase price can be seen on the purchase order line when you select an item defined with it.

    Other than that, the underlying database schema can only be modified through a customisation in the AOT to display information on the purchase order line

    You can look at creating alerts and trigger them when, for example, a purchase order is created, modify the order information before sending it through EDI. The alerts might cause some delay; I have seen some delay while using alerts in some of the implementation projects I have done.

    Have a look at the below link:

    docs.microsoft.com/.../managing-alerts

    Note: The alerts rules setup will be dependent on your requirement and the trigger you want to set before sending out through the EDI.

    You can look at purchase order approval workflow

    community.dynamics.com/.../purchase-order-workflow

    Thanks,

    Shilpi

  • SofLof Profile Picture
    5 on at
    RE: Pop-up/Information on item/product in Purchase order

    OK, thank you for your quick answer.

  • Verified answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Pop-up/Information on item/product in Purchase order

    There is no such functionality. But you can set up the items to be available only for POs of specific vendors.

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