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Finance | Project Operations, Human Resources, ...
Answered

Release approve purchase requisition to purchase order in Draft status in AX 2012 R3

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Posted on by 47

Dear Experts,

Please let me know if there is any control on purchase order status to be on draft status when released from approved purchase requisition in AX 2012R3.

We have a set up to enable on D365 procurement and sourcing > General > "Give purchase order created via purchase requisition draft approval status" which make sure that approved PR will be released to PO in draft status so that it can be taken to workflow.

8741.D365.png

However, this control is not available in AX2012 R3.

8372.AX2012.png

How can I achieve this functionality in AX2012 R3.

Thanks

  • Naveen Profile Picture
    47 on at
    RE: Release approve purchase requisition to purchase order in Draft status in AX 2012 R3

    Thanks a lot!

  • Verified answer
    GirishS Profile Picture
    27,825 Moderator on at
    RE: Release approve purchase requisition to purchase order in Draft status in AX 2012 R3

    No that thread belongs to Ax 2012 only. Refer to 1st 5 replies in that thread.

    There is no standard functionality available in Ax 2012. You need a customization.

    Thanks,

    Girish S.

  • Naveen Profile Picture
    47 on at
    RE: Release approve purchase requisition to purchase order in Draft status in AX 2012 R3

    Hi Girish,

    Appreciate your quick response.

    In the above link, they have discussed on Dynamics 365 Finance and operations.

    But I am looking for the set up in AX 2012 R3.

    Just wanted to confirm is it standardly available in AX2012 R3 or we have to procced with customization.

    Thanks,

    Naveen  

  • Suggested answer
    GirishS Profile Picture
    27,825 Moderator on at
    RE: Release approve purchase requisition to purchase order in Draft status in AX 2012 R3

    Hi Naveen,

    Refer to the below thread which talks about the same issue.

    https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/244376/how-to-convert-po-approval-status-from-approved-to-draft-when-manually-releasing-pr-ax-2012-r2/931028

    Thanks,

    Girish S.

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