Supply chain | Supply Chain Management, Commerce

Best way to migrate open Purchase Orders?

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Posted on by William Benning

Hi everyone,

I would love some advice on the best ways to migrate open Purchase Orders. Any thoughts are appreciated!!

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Dynamics 365 Supply Chain Management

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André Arnaud de Cal... 300,977 Super User 2025 Season 2 on at

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Hi William,

The approach depends on how you want to finalize the orders. Do you want to perform 3-way matching for goods received in the legacy system? Or are you maybe interested in only knowing what items are open to be received? Please provide some more information before you will get incorrect suggestions for your scenario.

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Siv Sagar 5,268 Super User 2025 Season 2 on at

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Hi William,

I second Andre, Open PO migration is very tricky thing. There will be different scenarios which need to consider before doing migration.

Also, consider the go-live period if it is inline with financial year ending. Please consider the product receipt also done in the legacy system.

I will suggest consider the local currency and reporting currency conversion factor

Regards

Siv Sagar

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William Benning 92 on at

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@André Arnaud de Calavon, @Siv Sagar, Thank you for the interest. Below are specifics on our data migration needs, please let me know if you need additional clarity.

1. Migration of open POs, blanket POs

2. 3-way matching needs to be migrated for partially invoiced, but open, POs

3. Approvals/workflow needs to be migrated for approved open POs

4. Associated purchase requisitions for the POs need to be migrated with their workflows.

5. Payments received on partially invoiced POs.

Do you need any other information from me?

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André Arnaud de Cal... 300,977 Super User 2025 Season 2 on at

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Hi William,

This is the very hard way I always try to avoid. So far, I was able to convince my clients to keep the data migration simple and cost effective.

This approach requires a lot of work, some customizations, and validations. In fact it requires to replay POs from start, receive goods, post partial invoices, and so on. My recommendation is to keep it as simple as possible.

The most simple scenario is move POs with open quantities to receive only. Invoices that are related to already received goods can be posted using cost invoices.

Open invoices and partly paid open invoices are doable by first posting the open invoices as balances. In a second journal, the payments can be entered and marked with invoices for settlements.

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William Benning 92 on at

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@André Arnaud de Calavon Thank you for the response. I have updated requirements for the PO migration. Could you take a look and let me know what you think?

Requirements:

1. Only migrate open PO lines that aren't invoiced or received.

2. No invoice migration

3. No workflow migration.

4. No payments recieved migration.

5. No open purchase req migration.

Can essentially just migrating open PO lines be accomplished with the data entities for PO headers and PO lines? Are there any other nuances to be aware of?

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André Arnaud de Cal... 300,977 Super User 2025 Season 2 on at

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Hi William,

Yes, you can use the mentioned data entities to import order headers and lines. All quantities on the lines are then considered as open for receiving and invoicing.

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