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

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Direct Delivery Purchase Price not Reflecting in Purchase Order

(0) ShareShare
ReportReport
Posted on by

Hello Everyone,

We have recently setup direct delivery on certain customers. We followed standard setup of activating direct delivery which is All Customers>[Some Customer]>Miscellaneous details>Direct Delivery we check this checkbox.

When creating a sales order for this customer, we fill the lines of the order and then click 'Direct delivery' in the sales order tab. A screen opens with all lines of sales order listed, we select vendors and assign a price in the 'Purchase unit price'. The expected behavior is that the price will show up in the created purchase order. However no price is shown in the purchase order.

Is there any additional setup that should be done?

*This post is locked for comments

  • Suggested answer
    Nagendra Varma K Profile Picture
    on at
    RE: Direct Delivery Purchase Price not Reflecting in Purchase Order

    Hi Murtaza,

    The PO created is empty on the purchase price or it considered sales price?

    Try to enable trade agreements with the vendor and item relation, so that system will consider purchase price activated.

  • Yohann Rolland Axcible Profile Picture
    on at
    RE: Direct Delivery Purchase Price not Reflecting in Purchase Order

    Hi,

    Do you have setup the Policy properly in the IC relationships ?

    Search price and discount ticked for the supplier (on the supplier tab), and unticked on the Customer tab ?

    An active price on the supplier for this item ? which way is setup your price ? Through purchase agreement, trade agreement, on the item itself ?

  • Community Member Profile Picture
    on at
    RE: Direct Delivery Purchase Price not Reflecting in Purchase Order

    Hello Nagendra,

    Currently no price is shown on the PO. I know about the trade agreements however we do not have specific trade agreements with vendors. In our case the vendor is one of our entities on which we have setup intercompany cycle.

    Hello Yohann,

    Our pricing is not fixed by any agreements within the system. the prices are entered manually when a SO or PO is created.

    While doing direct delivery we have the option to select a specific vendor and a specific purchase unit price. From what I understand that this price should reflect on the created PO without any additional setup. Is it so or have I misunderstood?

    directDelivery.jpg

    The following explanation is to shed more light on the scenario that we are trying to achieve. (Note this is just additional info which is not related to the question)

    We have company A that is a distributing company and a company B that is the manufacturing company. Both are entities setup in the system. 

    When company A makes a SO for a customer it should automatically create a PO from company B with the exact same lines of the SO. Also on the creation of a PO in A there should be a SO created at  B having A as the customer.

    We are trying to use direct delivery for the first case SO to generate a PO in same company. Then we are using intercompany setup to create SO using the created PO across the two companies.

  • Suggested answer
    Yohann Rolland Axcible Profile Picture
    on at
    RE: Direct Delivery Purchase Price not Reflecting in Purchase Order

    Hi,

    If you want some automatization you will need to do some additional setup.

    1. From your final Customer on your company A, the checkbox "create intercompany order" and "direct delivery" must be activated (Under Miscellanous details).

    2. On your item selled, Under company A, the default supplier should be setup as well (put the IC vendor from company A), Under  Purchase

    3. Create a SO on your company A for the specific Customer, add the item, clic on Direct Delivery, click include all -> you will see the default vendor, and the price will be populated according to the trade agreements. If you Don't have any, you will need to fill them on the IC SO or on the IC PO. (please activate "allow price edit" Under the IC Relationship parameters)

    If you want IC orders created fully automatic you will need to activate the "direct delivery" option on the released product, Under Deliver.

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…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans