Announcements
No record found.
When is the action "Finalize" used on a purchase order?
Thanks.
*This post is locked for comments
You can check this Link
dynamicsuser.net/.../finalize-button-on-the-purchase-order-ax2012
"Finalized" status was put in place to disallow you to make any changes after this status update and and to release any budget and encumbrance reservations against this PO.
It is not a necessity, but makes sense if you are using budget control in AX .
Finalized status is generated when you click the button Finalize.
When you access this form from the Purchase order form, you can only finalize that particular purchase order or the purchase order lines related to that purchase order.
When you access this form from Periodic > Purchase orders on the Procurement and sourcing area page, then you can finalize several purchase orders. the form has more tabs and fields than when you access it from the Purchase order form -these are to do with the option to set up a batch job to finalise orders.
You might find this link of interest. blogs.technet.microsoft.com/.../source-document-statuses-in-microsoft-dynamics-ax-2012-approved-canceled-closed-draft-finalized-in-review-open-and-rejected
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.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Joris dG 5
Alexey Lekanov 2
Henrik Nordlöf 2 User Group Leader
