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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / PR workflow
Supply chain | Supply Chain Management, Commerce
Suggested Answer

PR workflow

(4) ShareShare
ReportReport
Posted on by Dewitt 232
Hi All,

“I created a Purchase Requisition and submitted it to workflow, but due to selecting the wrong legal entity, the PR was rejected and is now in Draft status. I’m unable to edit the entity. Is there a way to change the legal entity in a rejected PR, or do I need to recreate it? Also, is there a workflow chain available from PR to PO in D365?”
Categories:
Dynamics 365 Supply Chain Management
I have the same question (0)
  • Suggested answer
    CA Vijay Krishna Profile Picture
    CA Vijay Krishna 180 on at
    Hi Joe D,
    You have 2 Questions in the above statement: 
    1. Changing legal entity once PR Created: Ans No, its not possible. 
    2. Set-up Work Flow Chain from PR->PO - Yes it is possible, provided the below step by step process.
     
    Changing Legal Entity on a PR

    In D365 F&O, the legal entity is a system-level context, not a field you can edit on the transaction. Once a PR is created under one legal entity, it is tied to that entity. Even if the PR is rejected and goes back to Draft, the legal entity cannot be changed.

    Resolution: You’ll need to recreate the Purchase Requisition in the correct legal entity. Unfortunately, there’s no supported way to “switch” the entity after creation.

    Step by Step Workflow Chain from PR → PO
     
    Step 1: Enable Procurement & Sourcing Parameters
    1. Go to Procurement and sourcing > Setup > Procurement and sourcing parameters.
    2. On the General tab, ensure:
      • Purchase requisition activation is enabled.
      • Convert requisitions to purchase orders is allowed.
      • Define whether conversion goes through RFQ or directly to PO.
    Step 2: Configure Purchase Requisition Workflow
    1. Navigate to Procurement and sourcing > Setup > Procurement and sourcing workflows.
    2. Select Purchase requisition review.
    3. In the Workflow editor:
      • Drag in Start → Review task(s) → Approval step(s) → End.
      • Assign conditions/participants (e.g., requestor’s manager, department approver, procurement team).
      • Configure escalation and notifications if required.
    4. Activate the workflow.
    Step 3: Configure Purchase Order Workflow
    1. Navigate again to Procurement and sourcing > Setup > Procurement and sourcing workflows.
    2. Select Purchase order review.
    3. In the Workflow editor:
      • Build approval steps (e.g., purchasing manager, finance approver).
      • Add conditional branches (e.g., PO amount thresholds).
    4. Activate the workflow.
    Step 4: Define Security & User Roles
    1. Go to System administration > Security > Security configuration.
    2. Ensure:
      • Employees have rights to create PRs.
      • Procurement professionals can convert PR → PO.
      • Approvers are assigned workflow approval roles.
    Step 5: Test the PR → PO Flow
    1. Employee creates a PR → submits to workflow.
    2. PR approver(s) review and approve.
    3. Procurement converts approved PR → Purchase Order (or RFQ).
    4. PO workflow triggers → routed to appropriate approvers.
    5. Once approved → PO is confirmed and released to vendor.
  • Suggested answer
    Syed Haris Shah Profile Picture
    Syed Haris Shah 1,572 Super User 2026 Season 1 on at
    Hi @Joe. D,
     
    You cannot change the legal entity of an existing PR. You need to recreate the PR in the correct legal entity.
     
    Further, purchase Orders are not automatically created from Purchase Requisitions by default. To enable automatic PO creation from an approved PR, you need to set up a procurement policy.
     
     
    If you find this answer helpful, please consider verifying the answer. 👍
     
    Regards,
    Syed Haris Shah
  • Suggested answer
    CA Neeraj Kumar Profile Picture
    CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at
    Hi,
     
    Since the PR is in draft stage, you can remove the line wrongly created and then add line with correct legal entity. If you are facing any challenges, then please let us know..
     
    Once the PO is created, it keeps the reference for the same. Is there any other meaning of "a workflow chain available from PR to PO in D365?", please confirm so that i can update the reply accordingly.
     
    Regards,
    Neeraj Kumar

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Mallesh Deshapaga Profile Picture

Mallesh Deshapaga 296

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 234 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 139 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Quality order uses default receipt location instead of actual physical receipt location

Product updates

Dynamics 365 release plans