Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum
Suggested answer

Want to view all purchase orders and RFQ's created for a particular item

Posted on by Microsoft Employee

In the All purchase orders functionality, we want to be able to look up all the purchase orders created for a particular item.   When we personalize the table, we can select the item field, but this field does not populate.

We also have the same problem with looking up all RFQ's that have been created for an item. 

Is there a way to get this information?

Cathy

Categories:
  • BRM Profile Picture
    BRM 10 on at
    RE: Want to view all purchase orders and RFQ's created for a particular item

    Is it possible to create an 'Item Number' Column in the (All) Purchase Orders screen; to filter through all PO's based on Item Number?

    Specifically, by using the 'Create field' feature in partner with advance filter settings?

  • M Westwood Profile Picture
    M Westwood 485 on at
    RE: Want to view all purchase orders and RFQ's created for a particular item

    Hi Cathy,

    I don't believe there is a way to view purchase agreements from the item details. Purchase agreements do not show in the transactions form.

    A way to view purchase agreements for a specific item is to use the report "Purchase agreement fulfilment" and use the query to select an item(s). This report is found in Procurement and sourcing>Reports>Status>Purchase agreement fulfilment.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Want to view all purchase orders and RFQ's created for a particular item

    Thanks Matt.   Another question:  I see in the item master you can view any existing trade agreements for that item; however, I do not see you can view any Purchase Agreements that may exist for that item.  Is there a way to view an existing PA from the item, or do I need to go to Transactions and look that up?

  • Suggested answer
    JacobRoder Profile Picture
    JacobRoder 1,268 on at
    RE: Want to view all purchase orders and RFQ's created for a particular item

    In addition to the great suggestions by Matthew, you could also used the "Advanced filter/sort" functionality to filter the All purchase orders list page by the items that appear on the purchase order lines.  You can open this dialog by pressing Ctrl+F3.  When in there, right click and add a 1:n reference on purchase order table to the order lines table and then include the order lines item number in your query.

  • Suggested answer
    M Westwood Profile Picture
    M Westwood 485 on at
    RE: Want to view all purchase orders and RFQ's created for a particular item

    Hi Cathy,

    To view all "Open" purchase orders for an item. There is a button called "Open purchase order lines". You can find this on the product details page in the "Purchase order" group in the "Purchase" tab of the action pane at the top of the page.

    To view all purchase orders for an item you could use the "Transactions" view from the item details page and filter the "Reference" column by "Purchase order". This can be found in the "View" group in the "Manage stock" tab of the action pane at the top of the page.

    For RFQ's you could also use the "Transactions" view and filter the "Reference" to "Purchase order" and the "Receipt" to "Quotation receipt". There are also reports found in the procurement and sourcing module under Statistics > Request for quotation that may be of use.

    Regards,

    Matt

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,459 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,783 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans