Consolidation of approved purchase requisitions lines

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Posted on by Daniele Del Vecchio

Hello everyone,

I'm currently having a problem with the consolidation of approved purchase requisition lines. D365 is creating multiple Purchase Orders instead of just one as expected. The vendor is of course the same and I have already checked all other relevant setups (ex. Purchasing policies -> there is no split rule defined). The problem is the Accounting Date. The system is creating different POs if the accounting date in the consolidated lines differ. No budget check is setup. I understand that this is standard behavior. I haven't found any other parameter that allows the system to not consider the accounting date while creating purchase orders. Is there any way in standard to go around this problem and generate one PO if the accounting date differs between PR positions? (if all other conditions are satisfied of course)

Thank you in advance,

Daniele

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Danny Bilodeau 4,058 Super User 2024 Season 1 on at

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RE: Consolidation of approved purchase requisitions lines

I think Mallesh VarMa answers the issue in his word document atteched to the above thread. There is a new feature available in Feature Management that was added recently (10.0.23 or 24)

The Purchasing Policy's Purchase Order Creation and Demand Consolidation Rule form has been modifidied to include a new parameter:

Here is a blow-up of the details for that feature:

Thanks mallesh varma !
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Mallesh Deshapaga 198 on at

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RE: Consolidation of approved purchase requisitions lines

community.dynamics.com/.../consolidation-of-multiple-purchase-requisitions-into-a-single-purchase-order-if-the-different-purchase-requisition-have-different-accounting-dates

There is a solution with the new feature and need to enable the new parameter in the policies for more information please find attached document.
Daniele Del Vecchio 15 on at

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RE: Consolidation of approved purchase requisitions lines

Hi Mattguo,

thank you very much for your answer. That clears it up. I don't like it but there is not much that I can do about that :)

Best Regards,

Daniele
MATTGUO 22,306 on at

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RE: Consolidation of approved purchase requisitions lines

Hi Daniele,

Thanks for your detailed information, i have tested in PU37, and it is indeed a normal behavior.

I tested it in PU 33 before, it could be consolidated, so i thought it was normal behavior, but it's my fault. And it has be fixed in the KB 4537655.

PROBLEM:

Purchase requisition lines with different accounting date don’t generate different purchase orders. It takes the last date and create only one PO.

DESCRIPTION OF CHANGE:

Accounting date is a value on the purchase requisition line; and it is transferred to the purchase order header when creating a PO. There are no accounting date on the PO line.

The accounting date is used to control in ledger, encumbrance and budget the date that posting referes to. The accounting date must not change when generating a PO from one or more requisition lines. Hence a fix is made to correct an earlier regression where requisition lines with different accounting dates was merged into a purchase order with one accounting date.
Daniele Del Vecchio 15 on at

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RE: Consolidation of approved purchase requisitions lines

Hi,

here the same example but with the same accounting date:

just one PO.

Best Regards,

Daniele
Daniele Del Vecchio 15 on at

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RE: Consolidation of approved purchase requisitions lines

Hi Mattguo,

thanks for the reply. So I'm on Version 10.0.13 (Update 37).

So I'll make an example of the issue I'm having. For the purpose of this example I set up the policies so that I can enter the accounting date manually. Usually it would be Requested Date = Accounting Date. So in this example I will have the same requested date but different accounting date (just to prove the point).

There are two different purchase requisitions created by two different users:

-They both use the procurement category "hardware" and give a description of the item they need (Monitor and Laptop).

-The accounting date on the first requisition is 01.11, while on the second PR it is 02.11. Other relevant fields are identical (Vendor, Category, Financial Dimensions,...).

-After approval the Purchasing Department creates a Consolidation Opportunity and add the two approved lines, since they are for the same vendor and can therefore ordered together.

-Clicking on "Create Purchase Order" I expect to only get one Purchase Order. Instead the System creates two.

-This are the relevant purchasing policies:

How did you manage to consolidate different lines with different accounting date into one PO? How is your setup?

Best Regards,

Daniele

P:S I'll add that I already looked in the code with a developer. It looks like the system makes a check of the accounting date before creating the PO/POs. It looks like you can't deactivate this check. I was looking for a way to maybe go around it?
MATTGUO 22,306 on at

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RE: Consolidation of approved purchase requisitions lines

Hi Daniele,

Could you give more steps and screenshots about the issue? And which specific version are you using?

I have tested that PRs with the different accounting data will be consolidated into one PO.