How to set-up electronic signature in purchase order and show it in PO print

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Posted on by Sha02

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Hi,

Good day!

Would like to seek for your kind assistance.

How to enable e-signature at purchase order and show the e-signature on the printed PO?

Thank you in advance.

Regards,

Sharlene Aleman

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Hana Xue Microsoft Employee on at

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Hi,

The article mentioned that the electronic signature can be used to approve the purchase order, budget, budget revisions or journals. You can use these following steps to create electronic signature requirements for the process.

Click Organization administration > Setup > Electronic signature > Electronic signature requirements.

Press CTRL+N or click New to create a new record.

Enter a name for the signature requirement.

Click Properties to open the Signature requirement details form.

Select the table where the data that must be signed is stored.

Select the field in the table that you want to monitor.

Specify when a signature is required.

Click OK in the Signature requirement details form to save your changes and close the form.

Close the Electronic signature requirements form.

Restart any Microsoft Dynamics AX clients that were open when the new requirement was set up. If a client has not been restarted, and the user attempts to change a field that now requires a signature, the user will get an error.

For more details, please view: Choose processes that require electronic signatures | Microsoft Learn

https://dynamics-tips.com/electronic-signature-d365-finance-and-operations/

Best Regards,
Hana

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Sha02 205 on at

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Hi Hana Xue,

Will the signature show as digital signature at PO print?
The user wants to have their signature when printing the approved PO.

Thank you for the update.

Regards,
Sharlene

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Verified answer

Hana Xue Microsoft Employee on at

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Hi,
You can take a look at the old thread for discussions of this issue, if you want to print the username that approves the purchase order confirmation in the report, the e-signature is probably not the right tool for your purpose, for this kind of process change, you'd better set up a workflow.
For more details, please check: Transaction does not contain a required signature during purchase order confirmation (dynamics.com)
Best Regards,
Hana

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