web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Finalize on a purchase order

(0) ShareShare
ReportReport
Posted on by 3,005

When is the action "Finalize" used on a purchase order?

Thanks.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Mahmoud Hakim Profile Picture
    17,887 on at

    You can check this Link

    dynamicsuser.net/.../finalize-button-on-the-purchase-order-ax2012

  • Verified answer
    guk1964 Profile Picture
    10,888 on at

    "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.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans