Using manual purchase order number and automatic confirmation and voucher numbers

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We are new to Dynamics and testing on Dynamics AX 2012. We have been able to enter and process purchase orders with no problem using the automatic numbering of purchase orders. However, for conversion only, we wanted to enter our PO's with our existing numbers so we switched it to manually assign the numbers.

When we did this we got the following error message when entering a purchase order. It basically says the PO number and the PO confirmation number must both be automatic or manual.

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We switched the PO confirmation number to be manual and we could then enter the PO. However, when we went to confirm the PO it gave an error which said the PO confirmation and the PO voucher number must be both automatic or manual.

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I don't understand why you can't have a manual purchase order number and an automatic confirmation and automatic voucher number. I'm not even sure where you would enter the manual confirmation and manual voucher numbers.

Is there a way to enter a manual purchase order number and then have the confirmation and voucher numbers automatically generate?

Thanks,

Paul

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Richard Wehmeyer 1,004 on at

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RE: Using manual purchase order number and automatic confirmation and voucher numbers

If you are wanting to put in your legacy PO's you could use the DIXF tool. I have entered projects and journals with automatic numbering giving them a specified number while keeping the numbering automatic. In fact we import all of our journals with a DIXF###### number for identification. This has no influence on the automatic numbering. You could probably do this with PO's and then confirm them.

If you are wanting to use your old sequence for new PO's you could change the number sequence to match your sequence (I think you can have it start at a particular number too)

I think the reason they need to both be auto or manual is that the intent is for confirmations to contain [PO#] & [-#]. I can see how having it manual and automatic can cause headaches for the code.

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Community Member on at

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RE: Using manual purchase order number and automatic confirmation and voucher numbers

Thanks for the ideas Richard. We haven't used the DIXF tool, so we should probably take a look at it. We are only entering PO's that have not been closed so we would have gaps that could not be handled with automatic sequencing.

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Richard Wehmeyer 1,004 on at

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RE: Using manual purchase order number and automatic confirmation and voucher numbers

Not sure how kosher it would be with more rigid businesses but the way we handled this was to reissue PO numbers for all outstanding PO's. We had no issues with our vendors but that may just be the company we keep.

In some cases we entered the legacy PO number in the PO name for surprise PO's that we didn't catch. (our prior business model did not have a unified PO sequence, everything was paper processed)

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Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at

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RE: Using manual purchase order number and automatic confirmation and voucher numbers

Paul, have you considered letting the system auto-number your legacy POs and place legacy PO numbers in a separate field for reference, say one of the available Reference fields in the PO header?

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Community Member on at

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RE: Using manual purchase order number and automatic confirmation and voucher numbers

Hi Frank,

Yes, and an interim solution, that's what we decided to do. Thanks for the suggestion.

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Community Member on at

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RE: Using manual purchase order number and automatic confirmation and voucher numbers

As it turns out, we the purchase order number and the purchase order confirmation voucher number were using the same number sequence. Once we gave the purchase order confirmation voucher its own sequence number, everything worked fine. We were able to use a manual purchase order number, automatic purchase confirmation number and automatic purchase confirmation voucher. The error that first popped up was a little misleading.

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Community Member on at

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RE: Using manual purchase order number and automatic confirmation and voucher numbers

Exactly, system wont through any error if we use different number sequences for PO and PO confirmation. Irrespective whether they are manual or automatic.

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