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?

Thank you so much.

Regards,

Sharlene

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André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

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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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Sharlene 6 on at

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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?

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André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

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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.

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Sharlene 6 on at

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Many thanks Andre Arnaud de Calavon

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Dominique Pool 2 Microsoft Employee on at

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Good day, I am working with this same function and I was wondering what the meaning of this accounting date is. There is no financial transaction made. And in the PO I cannot find this 'finalisation date' anywhere. So this would not matter if the batch job does not update this date?

Thank you in advance.

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Paolo Cecchelli 610 on at

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Hi @Dominique Pool,

the accounting date on the PO header serves for the system to understand when the budget has to be used from, for example if the date is in 2025, it will use the budget from 2025, if 2026 it will use that from 2026. In fact the way to massively change the date there is a end-of-year procedure: called https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/purchase-order-year-end-process . This procedure is budget-related and what it does does is twofold:

- It brings the budget from 2025 to 2026 so that they are allocated in 2026 and no more in 2026;

- it changes the date on the PO so that it reserves the budget funds in 2026.

The "Finalize" button instead is to free the budget from the reservations that are made on the PO, it is activated only if the status of the PO is Invoiced or Cancelled, it ensures vthat the budget is freed.

Hope it helps

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