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Dear Experts,
I have one simple requirement, which is- my client wants to restrict users to update the PO line value more than the Purchase Requisition value, it can be lower but not more than the PR value.
Any standard setup we have to cater to this requirement?
I remember this is possible in the Travel expense report can not be more than the travel requisition value.
Hi Ramit, do you have Change management enabled on Purchase orders? That should prevent any changes to the PO lines after PR is approved and converted to a PO.
Hi Ramit,
Like mentioned by Frank, an approval workflow would enable the judgement from an approver to verify the amount manually and approve or reject.
In case you want to restrict it earlier at data entry from the user, then this is not a standard feature.
Hi,
Alright, I consider this is not possible to restrict updating the PO value more than PR value.
I beg to differ with Frank, as even if the PO came from PR and change management is activated, we can still change the PO line value.
There is no place where the system can be set directly to meet your needs. As Andre said, you can create a purchase requisition workflow and set related constraints to meet your needs.
The following link shows the discussion on purchase requisition workflow setup, you can check it as you need.
(+) Purchase requisition workflow setup - Microsoft Dynamics AX Forum Community Forum
Best Regards,
Hana
Ramit, if you set that toggle to "No", POs will be created with Approved status. If that's not acceptable, then you might need a customization.
We are aligned Frank.
Hana- Can you explain a bit about how my requirement can be met with Purchase Requisition Workflow you mentioned?
You can configure conditional decisions in the workflow and then automate the workflow around the conditions. For details, you can view the following article:
Process a Purchase Requisition: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com)
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