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reminders for Purchase orders

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Posted on by SLG

A daily view for follow up on Purchase orders due to arrive based on delivery dates. Looking for a clean way for the procurement department to focus on key items necessary to run the organization.

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Guy Terry 28,924 Moderator on at

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There are a few options designed for the Procurement department.

At Procurement and sourcing > Purchase orders > Purchase order follow up, you have Backorder purchase lines and Delayed receipts (honestly can't see what major differences there are between these two) and Back order purchase lines details.

In the Inventory management module, under Inbound, you have Arrival overview. This is designed more for Warehouse workers, and can show other receipts, like Transfer and Return orders.

Finally, the Purchase order receipt and follow-up workspace might be useful.

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YY Lim 960 on at

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You can create a custom workspace, for example, filter the selection of all PO by open PO, sort the by delivery date. You can play with the filter such as only PO due to received and etc too. This workspace is handy for non complicated list, only few minutes job.

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Komi Siabi 13,107 Most Valuable Professional on at

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Hi,

On top of creating a workspace, you can also setup alert rules for the purchase orders.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/alerts-overview?toc=%2Fdynamics365%2Fcommerce%2Ftoc.json

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