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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to Create PR with ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to Create PR with WBS items from the project

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Posted on by CU27040935-17 2
Dear All,
I am creating a Purchase Requisition from the project, but there is no way to select what are the items I need to reflect in my Purchase Requisition or While creating the PR from project no items from the WBS is updating (the PR is always generated with blank lines).
 
 is there any way in the system we can update the project item requirements to Purchase requestion or I can do any work around to get the WBS item details to the PR.
 
Any help is highly appreciated
 
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  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    You can refer to this document for more details: Process a Purchase Requisition: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com), which introduces how to process a Purchase Request and also mentions that one of the prerequisites for a purchase request is the procurement category association with Item (mandatory if you are using item numbers on purchase requirements). You can check for yourself that the prerequisites in the documentation are met and follow the steps provided in the documentation.
    Best regards,
    Kevin
     
  • CU27040935-17 Profile Picture
    CU27040935-17 2 on at
    My normal purchase requistion is working perfectly, my question is when I am creating the purchase requistion from the Project module my PR line is coming blank. 
     
    Is the system default funcationality is like this? or is there any way we can reflect project WBS item lines to PR. 

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