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Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

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How can I automatically send approved purchase order for confirmation to external vendor for vendors which have Vendor collaboration Active. I am looking for a solution like a batch using late selection or customization. Please guide?

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Oleksiy Khoroshylov 1,747 User Group Leader on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Hi Talbia,

You can set up a periodic job to automatically post PO confirmations under Procurement and sourcing > Purchase orders > Purchase order confirmation.

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huijij 19,811 on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Hi Talbia,

As Oleksiy mentioned,you can also configure PO confirmation(Purchase order confirmed ) business event :

https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/389885/po-confirmation---email-automation

regards

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Sumit Loya 2,230 on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Hi Talbia,

If you want vendors also to accept/reject the purchase orders, you can make use of Purchase inquiry feature. When you post a Purchase inquiry, a purchase confirmation request journal is posted. The PO is then visible under Purchase orders under review option in Vendor collaboration module. A vendor can then login to your system to accept/change/reject the request.

The notification can be sent by either creating a business event for this posting and consuming in Power Automate to send emails or to automate the confirmation request report and send out an email to vendor using x++.

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Community Member on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Thank you for your response.

I am not trying to confirm my purchase orders. What I intend to do is that I want to automatically send Approved purchase orders to

Vendors for confirmation. I intend to automate "Send for confirmation" feature under Vendor Collaboration group as shown in picture.

When I select it, it gives me this batch job window but I do not see a late selection option like we see for purchase order confirmation.

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Community Member on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Thanks Sumit for your response.

When I select an approved purchase order. I observe that Purchase Inquiry option is greyed out for me. Any idea why is that happening?

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Sumit Loya 2,230 on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Not sure if this is standard bug but this button seems to be enabling only if Vendor collaboration type is None.

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Community Member on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Yes it could be a standard bug. Can you think of any other way to accomplish what I am trying to do?

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Guy Terry 28,886 Moderator on at

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RE: Automatically send approved purchase orders to external vendors for confirmation-Vendor Collaboration Active

Hi Talbia,

I guess Purchase inquiry is blocked because it is a duplicate of the Vendor collaboration PO review function. I cannot find a way to automatically do the Send for Confirmation, and I can't find anything about that coming in 2021 release wave 1. Seems like a bit of a lost opportunity.

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