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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Puchase order fields
Finance | Project Operations, Human Resources, ...
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Puchase order fields

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Posted on by pierre_willocquet 99
Hello Everyone,
 
I might be late on new functionnalities but i have a lot of concerns about the purchase orders. I did some tests on a fully standard environnement (https://learn.microsoft.com/en-us/training/modules/plan-config-global-address-book-finance-operations/4-exercise)
 
1. When i create a PO and put a value on /customer reference/ and then try to add an attachment,
 
/New/ button is grey, why ?
 
2. Since when can you update /vendor name/ and /purchase type/ ??
 
3. When i create a PO i arrive first on /lines/ (so the first line is empty) but I first need to update fields in /header/ for instance fiancial dimensions, everytime I press /save/, it automatically takes me back to lines...
 
 
 
Do you have any information about these issues ?
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,295 Most Valuable Professional on at
    Puchase order fields
    • Purchase type cannot be changed from Purchase order to Journal because the purchase order is in external review or confirmed.
    • I could change the vendor even after the Product receipt generated however it might have issues in three way matching if the price mismatches due to changes of price by TA
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    Puchase order fields
    You need to update Active document tables as below.  Then you can attach.  I can't speak to the other issues - odd behavior indeed.  What version are you on?  I tested in Contoso 10.0.37 and saw the same behavior.
     

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