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Dynamics 365 Community / Forums / Supply Chain Management forum / Purchase Requisition f...
Supply Chain Management forum

Purchase Requisition from Sales Order

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Posted on by Community Member

Is there any way, I can initiate the purchase requisition from the Sales Order? I want to integrate my complete procurement process PR-RFQ-Quote-PO with the sales order. I don't know what is the best practice to manage this, but as per my organization requirement, it seems to be most best fit. Can someone guide my what is best practice to manage such cases?

Categories:
Financial Management
Supply Chain Management
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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    it needs to be indirect.

    SO is demand, use MRP to generate planned orders, convert them to RFQ or PReq and then convert PREQ or RFQ to PO

  • MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Mudassar,

    D365 can not create PR from SO directly with standard workflow. As Rahul mentioned, run MRP and convert planned orders to RFQ, or do a customization for PR.

    I think the purpose to use ERP is to make the business more simple, release human workload and leave records, not to make, confirm or post too many orders.

    In your requirement, your business is direct delivery, so why such complex workflow.

  • Community Member Profile Picture
    Community Member on at

    Thanks MATTGUO,

    Yes It's mostly direct delivery but sometimes we get Sales ORder from customer, then purchase item from vendor and send it to some other vendor (service provider) for cutting or polishing, How can i get this managed through sales order?

  • MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Mudassar,

    From your description, i think it is standard outsourcing business we called. D365 does not have this business workflow.

    I do know how many of this business.

    If a few, I suggest you that create a field in purchase requisition to fill sales order number manually.

    If a lot, you need to do customization for purchase requisition. axaptalearning.blogspot.com/.../create-purchase-requisition-through-x.html

    But, these two ways are not good, it does not show the process of outsourcing business.

  • Community Member Profile Picture
    Community Member on at

    Creating PR from SO is a very common workflow in some retail industry. Currently we see that there is only a feature to convert Sales Order directly to approved PO which has jumped too many steps, i.e. PR consolidation

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