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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Email vendor purchase ...
Microsoft Dynamics AX (Archived)

Email vendor purchase order / quote or something

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Posted on by Maxim_msk

Hi all,

I wish to send email from AX to vendor with list of that i wish to buy.

How it happens in real life

- Warehouse manager send vendor list with stuff we wish to buy

- Vendor gives back invoice ("for prepayment") with prices and total

- if total > 1000 USD then warehouse manager should ask finance manager to approve such purchase

I tried to enter Purchase order and appropriate workflow for it. This covers step 3. But i can't find how to mail from AX to vendor a wishlist of goods: PO confirmation button not available while order not approved by workflow, Pro-forma invoice can't be printed while order is not confirmed.

In PO i notices button Purchase / Generate / Purchase inquiry, but it's grayed:

PO-inquiry.png

So i have questions:

1. How may i make Purchase requirement work?

2. How i may send "draft" Purchase order from AX to vendor by email?

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  • Suggested answer
    Nagendra Varma K Profile Picture
    Nagendra Varma K on at
    RE: Email vendor purchase order / quote or something

    Hi Maxim,

    For your requirement as mentioned, you can configure below.

    Warehouse manager send vendor list with stuff we wish to buy

    Step1:- Get wareshouse team to request Purchase requisition with suggested vendor and price details.

    if total > 1000 USD then warehouse manager should ask finance manager to approve such purchase.

    Step2:- If the price falls below the approval level auto create PO, If PO falls more than the limit please route through workflow for approval.

    Vendor gives back invoice ("for prepayment") with prices and total.

    Step3:- Once PO is Created, and you are using vendor collaboration(Portal). You can get vendor to check PO line ans price details and get him to confirm. or

    Send an email, Refer below link will explain you how to configure email and send to vendor.

    www.sikichtech.com/.../

    Please take note in your case, You are trying to confirm a PO which is already confirmed and Invoiced, that is the reason it is greyed. Please try for PO with Draft\Approved and open order status.

    Thanks

    Nagendra Varma K

  • Maxim_msk Profile Picture
    Maxim_msk on at
    RE: Email vendor purchase order / quote or something

    Hi Nagenda,

    So on step 1 how i may email purchase requisition to vendor? It should be initial action for me because i need to have prices from vendor for further internal approvement.

    I would be satisfied mailing PO to vendor but here you may see open order in which i can't print Purchase inquiry

    All-purchase-orders-_2D002D00_-Operations-2017_2D00_06_2D00_30-10_2D00_33_2D00_06.png

  • Verified answer
    Nagendra Varma K Profile Picture
    Nagendra Varma K on at
    RE: Email vendor purchase order / quote or something

    HI Maxim,

    If you are not aware of the prices and other details, Start with RFQ to get price and other details. ABove PO may be Journal Type. In the purchase header change the Purchase type to Purchase Order.

    Thanks

    Nagendra Varma K

  • Maxim_msk Profile Picture
    Maxim_msk on at
    RE: Email vendor purchase order / quote or something

    Unfortunately all my POs has type Purchase order.

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