web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Purchase Requisition W...
Microsoft Dynamics GP (Archived)

Purchase Requisition Workflow

(0) ShareShare
ReportReport
Posted on by babubaskaran@outloo... 12

Dear All,

Good to be back on the community.  I have following issue, we are migrating users from business portal to Dynamics Workflow 2.0.  In business portal requisition entering a purchase request you select new item and enter all details about item number, vendor, account, site, price & quantity.  And when the user add 2nd line new item the Vendor & Account remains there.  But in Dynamics Workflow the vendor ID and account number doesn't populate from the previous line.  Due to this the user has to enter vendor ID and account again for all the new line items added in the requisition.  How can I default the vendor id and accounts from the previous line.

*This post is locked for comments

I have the same question (0)
  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: Purchase Requisition Workflow

    Hi Ian thanks for your kind reply and good to hear from you, all good with me.   As you know the user is expecting what is there already on BP so finding some way to get the job done.

  • Community Member Profile Picture
    Community Member on at
    RE: Purchase Requisition Workflow

    Hi Babu, hope all good with you.

    The Purchase Requisition window is designed to allow a user to create a requisition that spans multiple vendors / purchasing decisions. So each line can be to a different vendor, different currency etc.

    This is by design and allows a user to create a requisition for multiple items from different vendors. When you progress the PR to being a PO, GP creates multiple PO's if there are multiple vendors on the PR.

    There are other 'by design' gotchas on this window including the fact that the Tax field is just a memo field, and tax gets recalculated when you create the PO. Overall its not a bad start, but as Beat says there are better options out there right now. (At least the new workflow does away with the disastrous SharePoint workflow!).

    Ian.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: Purchase Requisition Workflow

    Hi All,

    The following is  the link for MS connect suggestion link.  If possible please vote so it will be available on the next version.

    https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/3133862

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: Purchase Requisition Workflow

    Thanks Beat.

  • Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Purchase Requisition Workflow

    Voted!

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: Purchase Requisition Workflow

    Thanks Beat for the kind information.  I have added the suggestion on Dynamics MS connect for workflow not sure whether they have this request from lot of other customers.

  • Verified answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Purchase Requisition Workflow

    Babu,

    There are a few good requisitions system out there.. our choice went to eRequester from Paperless solutions.. It has built-in modules you can purchases separately to support Project Accounting, Mobile support (for approval thru e-mail), offers multi-currency support and inventory/non-inventory items.. The processing and approval rules are very flexible and don't need to follow AD hierarchy, though users can all be authenticated thru AD to login (or use specific logins). Optionnaly you can have 'change-order' & budget control modules (which we use).

    I think there was supposed to be also an Employee Expense module linked to PA, and there was some intention to put also a Timesheet module, but I haven't heard back about them.

    Depending on the use of BP, you may want to look into a product that would cover all of the 3 main feature of BP (req, TS & EE), plus some more if available .. of course all depends on the $$$ the customer if ready to spend.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: Purchase Requisition Workflow

    Thanks Beat,

    I am really surprised with this but wanted some strong confirmation by GP experts which I have now :-).  I like the wording you mention about designing GP workflow, not sure how can they miss an item which is already there on BP to give better product.  By the way what is the requisition system you are using and is it very expensive.

  • Verified answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Purchase Requisition Workflow

    Hi Babu,

    Welcome back.. I don't want to disappoint you.. but moving from BP to GP requisitions (or any other substituion by matter of fact, like PTE), is going to set you back by a huge step.. I don't know who designed the whole thing in GP, but clearly they had no idea about how users used to work with Business Portal..

    This, by many others, is one of the reasons why we had stick with GP2013 to keep the Business Portal for now.. until Microsoft comes up with a better replacement than what is now offered in GP 2016..

    Our procurement / requisition system has long been replace a few years back by a 3rd-party offer that offers way more flexibility than WF 2.0 and the whole requisition system in GP, the first one being the lack of support of Project Accounting in the initial realease..

    We're still struggling to find a low-cost replacement for the PTE (Project Timesheet & Expense entry), as the one offered in GP is poorly designed. BP used to be easy and quick, and this has turned into a nightmare for everyone, users & managers (and forget about logical WF 2.0 setup when your operational structure doesn't follow the organisational structure from AD).

    Good luck !

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: Purchase Requisition Workflow

    Hi Leslie,

    Thanks a million for your kind reply.  My problem is all my requisition is non inventory items and in business portal after filling the first item on window with vendor id and account code, these remains there when you add 2nd item but in GP workflow requisition its not happening where the vendor id become blank and account number of default non-inventory from posting account will populate.  So for the end user if they have to add 20 non inventory items from same vendor for each line they need to add vendor id and account number.

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

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans