Failed to have Intercompany Trade if change management is enabled.

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Posted on by J_Lee

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PO approval workflow (i.e. change management) is enabled. We found that the intercompany trade cannot work as expected. Please advise how to deal with this.

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Dynamics 365 Finance

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NikolajSorensen 1,792 on at

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What issues are you facing when saying "intercompany trade cannot work as expected"?

You clearly face some specific issues, but please describe those so people know what to address, otherwise we can just guess.

Here is a guess from my side:

You can override on the specific vendors if their POs are subject to workflow/change management.

Have you overridden your intercompany vendors to exclude them from workflow or perhaps that is the problem?

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J_Lee 1,264 on at

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When I create a sales order in D81, error has happened if the change management is enabled.

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NikolajSorensen 1,792 on at

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So if you read the error and exclude the mentioned vendor from change management, using the option on the vendor I showed in the previous screenshot, does it work then?

BR

Nikolaj

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J_Lee 1,264 on at

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Thank NikolajSorensen.

I have tried to update these 3 options under the specified vendor but these options are grey out.
Please advise.

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NikolajSorensen 1,792 on at

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Hi J Lee.

You need to make sure that you have enabled the "Allow override of settings per vendor" enabled in the Procurement and sourcing parameters.

Then you should be able to toggle it on or off on each vendor, in the respective Legal entity.

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