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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Stop Edited POs from b...
Finance | Project Operations, Human Resources, ...
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Stop Edited POs from being sent to the vendor via email or batch job on initiation - Procurement, to stop

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Posted on by Clare45 112

Hi, 

Has anyone come up with a good way to stop an EDITED Purchase Order (so we had to revise to say the correct amount, text or etc) from being sent to the vendor email address after all the approvals have taken place? It is possible to make all edited POs soft confirmed in the workflow? It's causing duplicate orders because or our vendors think PO-00001 is the same as PO-00001-01 that D365 renames whenever there is a PO edit. Thanks so much!

I know we can "soft confirm" it but it's a challenge since the approval hierarchy will approve at random times, and we can't get it to it before the batch job sends out at the end of the day. Thanks!

  • Clare45 Profile Picture
    Clare45 112 on at
    RE: Stop Edited POs from being sent to the vendor via email or batch job on initiation - Procurement, to stop

    Hi Saurabh, this is very interesting. I will take a look at this to see if this what we need. Thanks so much!

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
    RE: Stop Edited POs from being sent to the vendor via email or batch job on initiation - Procurement, to stop

    Hi,

    Can you try Re-approval purchasing policy?

    exploredynamics365.home.blog/.../

    Also, if email sent is setup through print management, can we give some condition there? e.g. if Reapproval yes or no? or some other field

  • Clare45 Profile Picture
    Clare45 112 on at
    RE: Stop Edited POs from being sent to the vendor via email or batch job on initiation - Procurement, to stop

    Hi Andre,

    Thanks for your response!

    Sorry- just wanted to clarify if auto-confirmation is possible (not auto approval, if that makes sense) for revised POs, so that the batch jobs does not release those revised POs to the vendor's email address.

    We have a standard option, in which any PO that is not confirmed (but in approval status) will automatically send out at the end of each day.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: Stop Edited POs from being sent to the vendor via email or batch job on initiation - Procurement, to stop

    Hi Clare45,

    The auto-approval is possible. I don't know how you have configured the batch to suggest preventing these to be sent out again. Is it the standard option you are using or do you have a customization in place?

  • Clare45 Profile Picture
    Clare45 112 on at
    RE: Stop Edited POs from being sent to the vendor via email or batch job on initiation - Procurement, to stop

    Hi Andre,

    My apologies for the delay- for some reason I wasn't notified when you responded! The purchase orders get batched confirmed at the end of day, the soft confirm stops it from sending to the vendor email when the batch goes out. What we are trying to accomplish is stop it from sending to a vendor for any POs that have been edited. This is a need for us since our workflow will send the edited PO through the hierarchy chain (so the managers have to approve), but they times they approve our sporadic, so it's difficult for our procurement people to catch this before it's sent out. I was thinking it could be built into the work flow to auto-confirm and to stop it from being sent to the vendor.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: Stop Edited POs from being sent to the vendor via email or batch job on initiation - Procurement, to stop

    Hi Clare45,

    Can you tell how you configured to send the purchase orders to the vendor? Is it when posting the PO confirmation? There is also a confirm button which is usually only confirming internally.

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