Under delivery parameter in Procurement and sourcing - noobie questions :)

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Hi guys,

Hope that you are doing well.

This is more of a theoretical question about the "under delivery" parameter in Procurement and sourcing.

I am not a procurement specialist, but recently i had to step in into this.

Long story short - we disabled the under delivery option in the beginning of the project and therefore we do not allow under delivery and product receipts cannot be generated if users try to use "close for receipt".

Now i figured out what are my options, but i am wondering if there is another way.

Is there other way besides:

1. Controlling this on product level.

2. Changing the under delivery on line details level

Option 1: Will require extensive research and discussions because we have many products (idea was to put everything on 100% under delivery, but i don't see this as a legit option).

Option 2: Requires changes in the security, trainings and so on.

So basically can i control this under delivery percentage let's say with "Measure of units" setup of Purchasing policy of some sort ?

Any ideas are much appreciated.

Consider that we may even put the same under delivery percentage for all products.

Thank you in advance.

Simeon

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Dynamics 365 Supply Chain Management

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Sagar Suman 6,392 Super User 2025 Season 2 on at

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Under delivery parameter in Procurement and sourcing - noobie questions :)

Hi,

Under delivery in Dynamics 365 can be managed through three key levels:

1 - Global Parameter: This determines whether under delivery is allowed at all.

2 - Item Master Level: If under delivery is enabled globally, you can configure the tolerance percentage at the item master level.

3 - Purchase Order Level: You can further refine or adjust the under delivery percentage directly on the purchase order.

It’s important to note that under delivery cannot be controlled or defined using units of measure.

In industries that procure bulk items, enabling under delivery is essential, as the nature of bulk procurement often results in slight discrepancies—either under or over the ordered quantity. Achieving an exact match with the purchase order quantity is rarely feasible.

You can consider

Enable under delivery and set tolerance percentages only for bulk items, reflecting industry standards (as per setup 2).

For non-bulk items, keep the under delivery percentage minimal or set it to zero. Handle exceptional cases manually by updating the purchase orders when necessary.

You can easily update the item master data by using the data entity feature, assigning appropriate percentages based on item groups.

Finally, it’s advisable to restrict access to edit the under delivery field on purchase order lines. Limit this functionality to managers or supervisors who can approve and increase the percentages as required.

and adding to Andre's comment that there are no noobie questions.

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Chetan Rajpurohit 163 on at

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Under delivery parameter in Procurement and sourcing - noobie questions :)

Hi

I could not find any option for Underdelivery solution in purchasing policies. I would suggest you enable the Underdelivery in the parameter. Then specify a general (allowable) underdelivery percentage like 10 % for all products. Finally, restrict the UNDERDELIVERY field on the purchase order by Security or workflow.

Thanks,

Chetan

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Adis 5,652 Super User 2025 Season 2 on at

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Under delivery parameter in Procurement and sourcing - noobie questions :)

Hi,

There are 2 parameters for your case.

When you maintain the over-\underdelivery on the item, its being transferred to the PO, where you can maintain it again, in case you want a over-\underdelivery for this specific case.

If you dont maintain it on the item\PO level, the setup should be taken.

It should work like that, but I am not 100% sure. So, its adviseable to test it.

Kind regards, Adis

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André Arnaud de Cal... 298,669 Super User 2025 Season 2 on at

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Under delivery parameter in Procurement and sourcing - noobie questions :)

Hi Simeon,

For a noobie on this topic, you are already well informed. Apart from the options you listed yourself there is no other feature. In case you want to mass update all products with a particular under delivery percentage, then this is possible using e.g. the Open in Excel feature.

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