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Purchase Requisition issue

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Posted on by Romryan

Dear All,

Actions menu on purchase requisition entry window is missing Purchase Action. We need to convert the requisition to Purchase order.

Kindly assist.

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Microsoft Dynamics GP

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Derek Albaugh on at

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RE: Purchase Requisition issue

If you have the Purchase Requisition Approval workflow enabled in that company, the 'Purchase' option won't be available either, until you bring up a requisition that has been final completed/approved through Workflow, otherwise it will not show in the list either, like it normally would.
Romryan on at

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RE: Purchase Requisition issue

Derek,

Thank you for the response. It's not the whole actions menu but purchase action only.

Meanwhile, let me check the link you have shared and see whether I can go past this issue.
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Derek Albaugh on at

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RE: Purchase Requisition issue

Do you mean the entire 'Actions' button is missing from the Requisitions Entry window?

If so, verify that Sales Order Processing is marked in the Registration window of Dynamics GP, as that will cause it not to show, as mentioned in this blog:

community.dynamics.com/.../purchase-option-missing-when-purchase-requisition-workflow-approval-process-is-completed
Romryan on at

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RE: Purchase Requisition issue

Derek,

Am referring to the purchase Action in GP2018 not in business portal. On the purchase requisition entry window and on actions button, there is an action named Purchase Action. That what I am missing. I can see the other actions but this one, no. I had posted the screen shot at beginning of this conversation.
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Derek Albaugh on at

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RE: Purchase Requisition issue

I'm not aware of any Purchase Action button used to convert requisitions to purchase orders, not since we introduced the new Workflow in Dynamics GP.

It may have been a thing in Business Portal or an older version of Dynamics GP, but nothing in GP 2018 or newer that I've ever seen.

Thanks
Romryan on at

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RE: Purchase Requisition issue

Derek,

Thanks for the reply. What causes the button to not show?. What should I check?.

I have never seen this?. I set up a fabricam company in my PC and I can see it but in another server the "Purchase Action" ain't showing.
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Derek Albaugh on at

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RE: Purchase Requisition issue

I believe the 'Purchase' option is what you want to use to convert requisitions to a purchase order.

I just created a requisition, saved it, clicked on this Purchase button and converted it to a PO.

Thanks