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Purchase Requisition Status Change

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Hello,

Does a purchase requistion's status change to Approved-Invoiced only once the PO has been receipted in full? If so, there a way of getting a partially-receipted PO to change the status of the requisiton to Approved-Invoiced.

For example, my requisition is for 10 X item. I receive only 8 on my PO. I invoice the 8. I will not be receiving any other items for this PO. How can I both close the PO and change the status on the requisition to Approved-Invoiced.

Any help would be appreciated.

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Community Member on at

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Hi David,

The last status a Purchase Requisition can get is "Closed" when all of its lines are transformed into a Purchase Order, there is not the status "Invoiced" for a Purchase Requisition.

If, instead, you are talking about the Invoiced status for a Purchase Order and you want to close some quantities for which you know you will never receive anymore quantities you can use the function "Deliver remainder" in order to close the quantities on the line/PO. After having used the function on all the quantities you did not Invoice and will never receive, the status of the Purchase Order will go in "Invoiced".

However this will have NO effect on the Purchase Requisition Status, only on the Purchase Order. Once the Purchase Order is created from a Purchase Requisition the final status of the Purchase Requisition is "Closed" and will go back in "Approve" only if the Purchase Order lines from Purchase Requisition are removed from the Purchase Order (but the Purchase Requisition status will never go in "Invoiced" status).

Please let me know if this answered your question.

Paolo

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Community Member on at

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Thank you Paolo. That is why I love this community. Even years later, people like you take the time to help.

D

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Trinh Thi Mai huong 30 on at

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Hi Paolo. I faced a situation that my Cx maybe edited something in PO so their PR status is approved even PO was generated. So now how to PR status switch back to close? Is there any way?

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qianwang 7,168 on at

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Hi Trinh,

Are you using Ax or Finance? Which version are you using?

Once the PO is created from the approved PR, the status of PR will be closed. Unless the related PO is deleted, the status of PR will come back to approved. Which operation was done in the PO? Is everything ok before the operation? Did you try to delete the PO and release it again?

Regards,

QianQW

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Trinh Thi Mai huong 30 on at

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Hi Qian,

The PO status is invoiced. I'm using AX7 (D365 Operation and Finance). Active change management is not enable, but I'm not sure can't deleted invoiced PO. Let me check again. Thank you Qian

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Trinh Thi Mai huong 30 on at

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Hi Qian,

I used AX7 (D365 Operation & Finances), but I couldn't reproduce the customer's issue. As you mentioned, after release PR to PO, the PR status will change from Approve to Close. But if we edit PO or remove in PO line, the PR status will change back to Approved. I have tested, try to remove the PO line but the PR status still keep "Close". So I think it's not the cause of customer's issue.

I checked in customer's side, PO is now invoiced, all the PR line has generated to PO, status PR is still approved. They want to find the root cause and change back PR status to close. This issue occurred to only 1 PO number

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Trinh Thi Mai huong 30 on at

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Hi. I tested on D365 version 10.0.6, when removed one of the PO line, the PR status will change from "Close" to "Approved". However, if it is the root cause, the remain PR should be showed on "Released approved purchase requisition".

In customer case, I checked all the PR line has PO tied. PR status still approved, while PO invoiced. I didn't see PR in Released approved purchase requisition anymore. So I don't think it is the root cause in customer case

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qianwang 7,168 on at

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Hi Trinh,

This is impossible. Regarding to the situation the remain PR didnot show in the Release approved purchase requisition form, i have seen a related bug in the lcs and you can search it.

You mean all PR lines has generated to PO, do they generate one PO or mulptile POs? Could you check any other operation was done in the PO and PR? And if related purchase order number is displayed for every PR line in line details--> details tab?

Regards,

QianQW

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Trinh Thi Mai huong 30 on at

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HI Qian,

They generated to 1 PO, I checked each line already has PO number. Now they want to change back this PR's status to close. If the PO is invoiced, it's possible to delete and release to PO again right?

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Trinh Thi Mai huong 30 on at

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I checked all the details in PR, all PR line has PO tied. Just one PO, same vendor. I just saw 1 different thing between lines that: the first item has "Item GST group", but the other lines "Item GST group" is blank. Does this cause any problem?

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