Finance | Project Operations, Human Resources, ...

How to automate purchase order issuance to vendor

(1) Share

Report

Posted on by JR-06030234-0

Hi all,

I am discovering D365 as we speak (background is with SAP and Oracle) and have what I hope is a simple question: the purchasing team currently converts their incoming PR to PO, then manually extract the PO as a PDF on their computer and manually send it to the respective vendors. It appears our vendor master data is lacking information (eg email address for each vendor to send the PO to).

Assuming we resolve the vendor master data issue, is there a feature we can enable (ideally at vendor level) so the PO is automatically sent by D365 to the vendor, removing the manual email step. If the feature can be turned on/off at vendor level (as it will take time to get all data loaded for all thousands of vendors, we'd like to see benefits as we start populating the data), is there then a clear flag that would indicate to the purchasing offer that x PO was sent but y PO wasn't?

Thank you all

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

CU06030650-0 2 on at

Like (0)

Report

Hi J

Welocme to the D365FO world

you can utalize the Vendor clobrication and power automate to reach for your Goal

https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/vendor-collaboration-work-external-vendors

https://www.bitcot.com/what-is-microsoft-power-automate/

Was this reply helpful? Yes No
Suggested answer

Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

Like (0)

Report

I would explore the Print Management feature. Print management is used to automate printing and emailing of many different types of documents in F&O and can be setup at the Vendor level. There is not a flag that would indicate which POs have been sent vs. which haven't although there is email history that could be analyzed to derive that info.

Print Management: Dynamics 365 Finance and Operations – Dynamics Tips

Was this reply helpful? Yes No

Join the conversation

Community site session details

How to automate purchase order issuance to vendor

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

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

Featured topics

Product updates

Community site session details

How to automate purchase order issuance to vendor

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

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

Featured topics

Product updates