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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Purchase requisition t...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Purchase requisition to purchase order created in approved status

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Posted on by Talha1651 52

I have created a purchase requisition with line items with price and vendor fields filled. 

Change management was Activated.

Policy is set to auto create purchase orders from purchase requisitions.

"Give purchase orders created via purchase requisitions Draft Approval Status" is set to "Yes"

But still when a purchase requisition gets approved, the purchase order is created with "Approved" status. 

I need all the purchase orders to be submitted to workflow for approval.

Looking for a solution to achieve this.

Thanks in advance.

Talha

  

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  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 Most Valuable Professional on at

    Hi,

    Can you check the vendor if the below options are set as yes?

    If override settings= Yes, and Activate change management = No, that means regardless is your setup, still this vendor can be bypassed from workflow and auto approved.

    pastedimage1639673392294v1.png

  • Talha1651 Profile Picture
    Talha1651 52 on at

    Hello Ramit,

    Thankyou for your feedback.

    I just check the vendor form. As you have mentioned, on the vendor form Override settings was set to "Yes" and Active change management was set to "No".

    I will update the settings on vendor accordingly, and then check the impact.

    Thanks again.

    Will update here after testing.  

  • Talha1651 Profile Picture
    Talha1651 52 on at

    Ramit,

    Thanks for the help. It is working fine.

    So, the result is we need to enable all three parameters to make it working:

    1. Active change management on vendor form

    2. Active change management in procurement and sourcing

    3. Give Purchase orders generated from purchase requisitions Draft status

    And to disable "Override settings" on Vendor form

    Thanks & Regards,

    Talha

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