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Auto populate Buyer Group from Purchase Requisition to Purchase Order during Batch PO Creation

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Posted on by Roja C-30061119-0

Requirement:
Auto populate Buyer Group from Purchase Requisition to Purchase Order during automatic PO creation through batch job in D365FO.

Scenario:

BuyerGroup field added in PurchTable.
Purchase Requisition goes through RFQ process.
RFQ is accepted/rejected.
After requisition approval, batch job creates Purchase Order automatically.
Requirement is to transfer BuyerGroup value from Purchase Requisition to PurchTable during PO creation.

Analysis:
Batch class PurchReqPurchaseOrderGenerationBatch only creates release strategy batch tasks and does not directly insert PurchTable records.

The actual PurchTable preparation happens in class:
PurchAutoCreate_PurchReq

Standard method identified:

public void createPurchTable()
{
    purchTable.setPriceDiscChangePolicy(PriceDiscSystemSource::PurchaseReq);
    purchTable.initInvoiceAccount();
    this.copyPurchReqDeliveryDateToPurchTable();

    purchTable.calculateRequestedShipAndReceiptDate(
        dateNull(),
        purchTable.DeliveryDate,
        SchedDirection::Backward);

    purchTable.SkipShipReceiptDateCalculation = true;

    super();
}

Question:
What is the best practice to populate custom BuyerGroup field into PurchTable during automatic PR to PO creation?

Should the value be assigned before super()?
Or should CoC extension update PurchTable after creation?
Has anyone implemented similar customization in PR → RFQ → PO auto generation flow?

Categories:

Dynamics 365 Finance

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Subra 1,247 on at

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Hi @Roja C-30061119-0

Did the purchase requisition buffer is availble in the same method? if yes, you can use the COC and assign the value for your field.

Thanks,
Subra

If this helped, please mark it as "Verified" for others facing the same issue

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Martin Dráb 239,684 Most Valuable Professional on at

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The primary method of PurchAutoCreate_PurchReq class for initializing PurchTable is setPurchTable(), not createPurchTable(). It utilizes PurchTableUpdateFromPurchReqLineMap, which you may need too.

I'm no expert in requisitions, but I think there may be multiple requisitions for a single purchase order, while your design incorrectly assumes that there is always just a one.

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Roja C-30061119-0 74 on at

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Thanks, Subra.

Yes, the purchase requisition buffer is available in the same method. I checked the standard class, and the purchReqTable buffer is already declared and initialized in PurchAutoCreate_PurchReq.

So, I used a CoC on setPurchTable() and assigned the value directly without adding additional select statements.

void setPurchTable() { next setPurchTable(); PurchRFQCaseTable purchRFQCaseTable; if (purchReqTable.RecId) { purchTable.ItemBuyerGroupId = purchRFQCaseTable.ItemBuyerGroup; }

Could you please confirm if this is the correct approach?

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