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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Finalize Purchase Orders
Finance | Project Operations, Human Resources, ...
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Finalize Purchase Orders

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Posted on by Sharlene

Hi,

Our client want to use Finalize Purchase Order, I'm new with the system D365, would really appreciate your help with the below:

We would like to configure Finalize Purchase Orders batch job to run daily to release unused budget from Cancelled PO and Invoiced PO.
Could you provide steps to do that?
Not sure on what is the correct parameters to specify. Also how does the accounting date change if we scheduled it to run daily - does it automatically change?
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Thank you so much.

Regards,

Sharlene

I have the same question (0)
  • Sharlene Profile Picture
    Sharlene on at

    Many thanks Andre Arnaud de Calavon

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,930 Super User 2025 Season 2 on at

    Hi Sharlene,

    The last time when I checked it (a while ago), it did not change the date. You can check it yourself. If it is still not automatically changed, you would need a customization.

  • Sharlene Profile Picture
    Sharlene on at

    Hi Andre Arnaud de Calavon 

    Good morning!

    Thank you for the update.

    Just want to add even if I use the define recurrence and recurring pattern is day, the accounting date will not change?

    pastedimage1656896811278v1.png

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,930 Super User 2025 Season 2 on at

    Hi Sharlene,

    The accounting date will not change automatically. If you want to schedule the finalize purchase orders to run daily, you can consider a customization to have the date changed to the current date automatically.

    The other parameters depends on your requirements. You can read the AX 2012 documentation for some more help on this topic: Finalize purchase order (form) | Microsoft Docs

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