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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / PO requester & ord...
Microsoft Dynamics AX (Archived)

PO requester & orderer field updates on Automatically created PO from Purchase requisition

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Posted on by Navneet Katyal

Hi Everyone,

I need some help in identifying how the orderer & requester field is updated from purchase requisition to automatically generated PO's.

As there is approval limits based approval involved for P.requisitions, I see requester field updated from P requisition from my tests but not sure from where the orderer field is getting updated (and it is not admin but another user with admin rights).

Also is it a place where system records the user details who confirms the PO? if yes then I need help in finding that field also.

To summarize

1. Scenario 1- User A starts a Preq. with in their approval limit which gets auto generated into an approved PO which is confirmed by user B.

2. Scenario-2 User A starts Preq. which is above approval limit gets through approval workflow (user B approves manually) after which PO is generated automatically and user C confirms the PO.

We want to capture details of User A,B,C details and confirm how orderer and requester fields should get updated.

thanks

Navneet

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  • Suggested answer
    Nagendra Varma K Profile Picture
    Nagendra Varma K on at

    Hi Nacneet,

    Preparer and requester is the employee record which is linked with user id relation. Where the other B & C are users where you specify either on workflow as approver or in approval limits. 

    Thanks

    Nagendra Varma K

  • Navneet Katyal Profile Picture
    Navneet Katyal on at

    Thanks Nagendra,

    Do you know if the details of user who has generated confirmation is stored somewhere? the details will help me.

    Also when automatic PO conversion occurs from purchase requisition then Orderer is different user ideally if no approval steps were involved then the requester and orders should be same user but in my case it is not happening. So not sure from where the other user is pulled in as orderer from scenario-1.

    thanks

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