Can I set up Over/Under delivery % to populate into the PO if I use category to purchase?

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Posted on by lmai

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Hi All,

The procurement and sourcing parameter has been set up to accept over and under delivery (screenshot 1). When I place a PO using category, at the Line detail, the Delivery tab is not populated the over/under delivery of 5% (screenshot 2). Where should I setup to get the over/delivery populate into the PO if I purchase using category instead of item? Thanks.

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Albrecht Prieler 857 on at

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Hello,

i guess you mix two Topics, the under/overdelivery in Parameters is ok, but the percentage on you screenshot only defines tolerance on invoicing does not do anything with under/overdelivery.

Additional info, usually you do not receive categories in your warehouse because it could not be a product on stock.

best regards

Albrecht

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fatihgork 3,817 on at

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Hi Kim,

Overdelivery percent is the allowance to go over your PO line quantity when generating a product receipt.

underdelivery is the allowance to let users cancel purchase orders which have open (Not received) quantities.

To populate these two fields on po, you should activate the parameter, and define over/underdelivery percent values on each item. Puchase order lines created after this setup change, will populate percentages from item detail. Or you can manually update them on open purchase order lines after you activate the parameter.

As Albrecht said, over/underdelivery percent is not related to your 3rd screenshot. Functionality you shared in your 3rd screenshot is used for invoice matching policies and more details can be found here:

Accounts payable parameters (form) [AX 2012]

Matching policy (form) [AX 2012]

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Weaveriski 23,620 Moderator on at

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Where did you put the 5% you are expecting?

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lmai 2,442 on at

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Thank you, Fatih, for your feedback.

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Stephanie G 27 on at

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If this is still an issue, for OP or others who came here thru searching for solutions please find this Idea and upvote it:

Dynamics 365 Application Ideas

> Dynamics 365 Supply Chain Management

>> Procurement and Sourcing

>>> Add default underdelivery and overdelivery percentage fields to Procurement categories

experience.dynamics.com/.../

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