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We are using Requisitions and they are routed for approval. Once approved, the Requisition becomes a Purchase Order. On the PO Header, there is a field called "Orderer" which is automatically populated with a user id. It seems that user is the person who approved the Requisition. We thought it was always based on the Requisition workflow owner, but it does not seem to be the case.
Can that field be auto defaulted with a different value?
Hi 1234,
To add to what has already been mentioned, you will probably need a system modification if you want to have the field defaulting to a different value. Before making such a modification think about the rules that you need to define for defaulting the orderer field. I assume that the orderer field value does not only depend on the PR but that you might want to fill it based on different criteria.
Best regards
Ludwig
Hi 1234,
>Can that field be auto defaulted with a different value?
I would say no, referring to this page for setting up the auto purchase order creation from purchase requisition.
In section 'On the Manual purchase order creation tab', there is no mention of Orderer.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/procurement/purchase-policies
And actual setting tab under Purchasing policies neither.
Also when I tested PO auto creation from PR with above settings, the Orderer was never the owner of workflow or the person who approved PR.
It's strange, but in my case it was worker name linked with the first person on the candidate list who can finally approve that PR.
Hope this would be helpful to you.
Best regards, Mai
Orderer field is always based on current user who is creating the purchase order and it can't be changed to anything else without a customization. If person who is approving the requisition is creating the PO as well, it will be the user name in the Orderer field. In order for field to populate user and worker relation must be setup.
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