Auto Confirmation of a Purchase Order using change management

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In Dynamics AX 2012 where exactly in either workflow or purchasing policies is a setting to auto confirm a purchase order once a purchasing requisition has been approved. I appreciate in assistance on this.

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Tim Schofield on at

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RE: Auto Confirmation of a Purchase Order using change management

Hi, I don't think that there is any way to confirm the purchase order automatically, but it's simple enough to set up a batch job to post Approved purchase orders. Just make sure you use a 'Late selection' select query when you setup the batch job.

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Shujaath Moghal 20 on at

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RE: Auto Confirmation of a Purchase Order using change management

Hi, as Tim said, a batch job would serve the purpose of auto confirming all approved purchase orders but if you are looking to auto approve the work-flow, the option of automatic settingsis available under basic settings of PurchasTableTemplate type workflow.

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Community Member on at

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RE: Auto Confirmation of a Purchase Order using change management

Thank you Tim and Shujaath.

I was so focused on a solution being embedded within the workflow that I completely disregarded the thought of creating a batch for the PO confirm process.

Here is what I did in case someone else comes across this post and topic of auto confirmation to confirm either a PO purchase order or a SO sales order.

In the case of automating the confirm of a purchase order in AX 2012:

Procurement and sourcing\periodic\purchase orders\confirm purchase orders.

Selected the "Late selection" option.

Clicked the "Select" button and selected the status "Open order .. Received".

Clicked the "Batch" button.

Checked "batch posting".

Configured batch options

Labeled batch name, set recurrence options, identified batch server.

Clicked OK to exit the batch processing form.

Clicked OK in the "Confirm purchase order" form.

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Manish82 5 on at

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RE: Auto Confirmation of a Purchase Order using change management

Thanks Tim,

Just another issue related to PO confirmation in batch.

In one of our client env, when PO is confirmed from batch process, it is taking confirmation date as the creation date of the batch for PO confirmation.

Any idea. Is there any setup for the confirmation date to pick from?

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Tim Schofield on at

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RE: Auto Confirmation of a Purchase Order using change management

Hi, yes we noticed that too! We reported it to Microsoft as a bug - haven't had a fix yet. (And we hit the same problem when we setup a batch job to receive some purchase orders).

Tim

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Community Member on at

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RE: Auto Confirmation of a Purchase Order using change management

Posner, Tim replied the excellent solution and I am totally appreciated with him. I hope you will reach the end.

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Community Member on at

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RE: Auto Confirmation of a Purchase Order using change management

Hi Ryan,

Is this is a global process meaning one batch for all AX Ledgers\companies or has to get repeated for each company?

Thanks,

Farokh

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Rosine Fenjiep on at

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RE: Auto Confirmation of a Purchase Order using change management

You have to setup the job for each company.

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Community Member on at

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RE: Auto Confirmation of a Purchase Order using change management

Hi Ryan,

Thank you for the information regarding auto confirmation. I am currently setting up workflows for PR and PO change management.

Vickie Morris

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Abel Camacho 8 on at

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RE: Auto Confirmation of a Purchase Order using change management

Hi, wich is the class for configure de batch process?

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