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Finance | Project Operations, Human Resources, ...
Suggested Answer

how to stop automatic sending of purchase order after reconfirmation

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Posted on by 165
Hi, I am setting up the procurement module in D365. When a purchase order is confirmed, the supplier is emailed a PO.
 
If I need to go in and modify the PO (in this case maintain/allocate charges that were not added to the original PO), it changes then state of the PO back to "Approved" 
 
Once the PO is reconfirmed the system sends another PO to the supplier. This is resulting in duplicate PO to the supplier and a lot of confusion.
 
How do I stop the system from automatically sending new PO after reconfirmation?
 
 
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  • Suggested answer
    Paolo Cecchelli Profile Picture
    610 on at
    Hi,
     
    unless you do not have a customization on the Email sending on PO confirmation, I am assuming you are sending it through the Print managment settings.
    There are two ways of confirming a PO in D365:
    - the first one is the "Confirmation" button using which you can confirma and send the confirmation that you find in the tab "Purchase" under "Generate":
     
    The second one is the "Confirm" button in the tab "Purchase" under "Actions". This button does confirm the order but does not send a confirmation using the Print management settings like the previous one:
     
    Hope it helps. 
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at
    Hi HNd365FO,
     
    Can you tell us if you are using the Generate > Confirmation option or Actions > Confirm? Or is it sending an email upon both update options?
    Using purchasing policies, you can exclude some changes from requiring reapprovals: Purchasing policies overview - Supply Chain Management | Dynamics 365 | Microsoft Learn
  • HNd365FO Profile Picture
    165 on at
    Firstly thank you both for your response. 

    I am have the system set up to auto-confirm POs using a recurring batch job. 

    I didn't know about the difference between Generate > Confirmation and Actions > Confirm
     
    So, from my understanding of your responses I would need to modify the PO and then choose Actions > Confirm in order to save my changes without resending the PO. Is that right?
  • Paolo Cecchelli Profile Picture
    610 on at
    Yes exactly, please try one of course to see that there ano customization of sort. The batch that sends automatically the confirmation will not see those already confirmed in this way and hence it should not create/send a new confirmation.
     
    Please test it and let us know.

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