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Microsoft Dynamics AX (Archived)

Finalize on a purchase order

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Posted on by 3,005

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

Thanks.

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  • Verified answer
    guk1964 Profile Picture
    10,884 on at
    RE: Finalize on a purchase order

    "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

  • Verified answer
    Mahmoud Hakim Profile Picture
    17,887 on at
    RE: Finalize on a purchase order

    You can check this Link

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

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