Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Supply chain | Supply Chain Management, Commerce
Suggested answer

Transfer Purchase Requisition Information To Purchase Order

(0) ShareShare
ReportReport
Posted on by 167

Hello,

We use purchase requisition with Procurement category.

We need to use the item description of the purchase requisition line to specify some text :

pastedimage1585922153414v1.png

But when i release the purchase requisition to purchase order, on the purchline the text become the product name...

pastedimage1585922240468v2.png

I kwow it's possible because in another environment it works well...

But i didn't find the correct setup.

So how to do this?
Thanks,

Jonnix

  • GCG comunity Profile Picture
    5 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hello,

    How can you edit the Item description on a Requsition ?

  • Suggested answer
    Jonnix Profile Picture
    167 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hi all,

    So with the help oh a developer we have find the solution.

    We have to go to this screen :

    pastedimage1586272056143v1.png

    And check this parameter :

    pastedimage1586272141457v2.png

    After that the details get the product name and the description of the purchase requisition :

    pastedimage1586272253603v3.png

    Thanks for your help,

    Regards,

    Jonnix

  • SouravDam Profile Picture
    11,723 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hello Jonnix,

    Thanks for the update.

    Have you created a new PR after doing this setup and see if the item description you mentioned in PR, is actually reflecting in the released PO or not?

    Also check if the purchasing policy you are using is "Active" or not.

    3386.JPG

    If still not working, then better case log to MS and update us on this thread.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Jonnix Profile Picture
    167 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hi QianQW,

    I'm using this version :

    pastedimage1586162722492v1.png

    Regards,

    Jonnix

  • qianwang Profile Picture
    7,153 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hi Jonnix,

    What version are you using?

    regards,

    QianQW

  • Jonnix Profile Picture
    167 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hi Sourav Dam,

    Thanks for your reply.

    Sorry for late but i haven't got access to the environment during the week-end.

    So i tried your solution this morning but there is no change :(

    The text on the purchase order get the product name of the purchase requisition.

    Best regards,

    Jonnix

  • SouravDam Profile Picture
    11,723 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hello Jonnix,

    Have you tested this?

    Kindly let us know the outcome on this.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • SouravDam Profile Picture
    11,723 on at
    RE: Transfer Purchase Requisition Information To Purchase Order

    Hello Jonnix,

    Go to Procurement and sourcing > Setup > Policies > Purchasing policies.

    In "Purchasing policies" form; select the policy rule Purchase order creation and demand consolidation rule and click on "Create policy rule".

    7242.JPG

    Once clicked; you will get another window where you have to select this option Use the item description from the requisition line. Once this is set, save this policy rule.

    5415.JPG

    Now process the PR, update the item description and release the PO and check if the same item description is reflecting in the PO what you mentioned in the PR.

    Kindly check and update us.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,099 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,880 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans