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How to automate purchase order issuance to vendor

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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

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Dynamics 365 Finance

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CU06030650-0 2 on at

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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/

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Frank Hamelly | MVP... 46,631 Moderator on at

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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

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