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Supply chain | Supply Chain Management, Commerce
Suggested answer

Purchase Agreement Totals

Posted on by 215

We usually have purchase agreements with 5-10 lines. Is there a way to view a total of all lines? In AX 2012, Header view, totals are displayed, but I have been unable to see the same thing in D365.

If not, what would you suggest as a way to create the totals?

Thank you!

  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Purchase Agreement Totals

    Hi HowardLeCover,

    The official MS documentation mentioned that:

    Fulfillment quantities and amounts are shown on the Fulfillment tab on the Line details FastTab of the Purchase agreements page.

    The Fulfillment area shows the remaining amount or quantity that is required to fulfill the commitment.

    The Agreement area shows the total quantity or the total amount that the sales agreement line is valid for.

    You can access the PO lines and the invoice lines that contribute to the fulfillment calculation by selecting the Related information action on the lines or on the header of a purchase agreement.

    For more details, you can check the link below:

    Purchase agreements - Supply Chain Management | Dynamics 365 | Microsoft Learn

    This may be how the D365 system works. If you want to see all the fulfillment agreements, you may try what Sagar said to run the purchase agreement fulfillment report, but there may not be an option for total.

     

    Best Regards,

    Hana

  • Suggested answer
    sagar_patil Profile Picture
    sagar_patil 480 on at
    RE: Purchase Agreement Totals

    there is No option on header but You can see it line wise. Under fulfillment tab.

    Fulfillment quantities and amounts are shown on the Fulfillment tab on the Line details. 

    If you want to see the fulfilment of all purchase agreements, you can run the “Purchase agreement fulfillment report” by navigating to Procurement and sourcing > Purchase agreement > Purchase agreement fulfillment report.

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