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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Is that possible to cr...
Microsoft Dynamics AX (Archived)

Is that possible to create PO from PR without RFQ?

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Posted on by Boris Nikulin 71

Hi all,

I am trying to create typical purchase processes of my customer. They don't want to use anything like RFQ - just PR (purchase requisition) and PO. I remember that it was possible at least in 2009, but I've forgotten how to do that in 2012R3. Any my PR need RFQ to input price and vendor in PR, so I need to use RFQ to fill price and vendor fields. However, I don't want to do that.

Is that possible?

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  • Verified answer
    guk1964 Profile Picture
    guk1964 10,888 on at
    RE: Is that possible to create PO from PR without RFQ?

    PR to PO without RFQ is a standard OOB process. You will have to modify the workflow to  your requirements.

    Two options are offered in the creation of a purchase order from a purchase requisition: either manual or automatic.

    For a purchase order to be created manually, the purchase requisition must first move through the purchase requisition workflow approval process.  Once the purchase requisition is approved, navigate to the ‘Release approved purchase requisitions’ form, choose the approved purchase requisition, and selects the ‘New Purchase Order’ button.

    To configure Automatic creation of purchase orders go to the Procurement and Sourcing Purchasing Policies form.  Procurement and Sourcing>Setup>Policies>Purchasing policies

    Edit the current purchasing policy or create a new purchasing policy

    Under Policy rule type, choose Purchase order creation and demand consolidation

    Select an existing policy rule (by double-clicking on the policy rule line) or create a new policy rule (by clicking on the ‘Create policy rule’ button)

    This opens the Purchase order creation and demand consolidation rule form

    Check the option required

  • Boris Nikulin Profile Picture
    Boris Nikulin 71 on at
    RE: Is that possible to create PO from PR without RFQ?

    Thanks. Your answer has helped me.

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