IR / PR to PO process to PO cancellation and ordering to other vendor

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Our Procurement is Project Bases - where each project has Cost Budget [ with breakdown, linked with Procurement Categories] --- I have 2 questions;

1. Project Engineer need to raise a material request, regardless if Material is in stock or Procurement staff has to buy - why there are 2 flows a) IR for stocked material b) PR for out of stock material...!

2. In a scenario - PR was raised for few line items, the budget was checked through the system [as per defined procurement categories & thresholds] >>> PR went through the approval authorities >>> PO was processed to selected vendor [specific line items get locked on PR] >>>> due to some reasons Vendor is not able to deliver the order material >>>> question starts from here :) "if I will cancel the PO .... will PR [that specific cancelled items] get back to active mode [means; will i be able to order that item to a different vendor] or we have to go back all the way to material requestion level and ask requestor [which is a project engineer in this case] to raise a new material request/PR .....??? if so, that will be again a time-consuming process and why AX is like this...!

advance thanks to all AX Gurus.... :)

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Mohammed Atef Rasheed 2,475 on at

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Dear TaraMera,

I did not understand your first question, if you can please clarify it more.

But for the second one, unfortunately in standard Ax if you have a PO generated from PR and then you need to change the vendor you have to create new one. but why you need to create PR, you can start with new PO directly.

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Ludwig Reinhard Microsoft Employee on at

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Hello TaraMera,

Is it possible that you create a couple of screenprints, upload them and provide some additional information?

It is difficult following what you try to explain exactly and whether the issue you experience might be caused by a modification that has been made.

Many thanks and best regards,

Ludwig

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Community Member on at

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Hello Rashid,

Thanks for your reply.

we recently decided to go for Dynamics 365 [ AX ] as our ERP - where consultant is starting procurement process from PR ....

Our all Procurement is Project Bases - where each project has Cost Budget [ with breakdowns (e.g. Manpower, Materials, Sub-Contractor Jobs etc...) ]. We are generally keeping regular required material in general stock.

My First Question was;

When Project Engineer need any material, he must raise an IR (regardless, if Material is in stock or we need to buy for him), if material is in stock we should be able to release (Material Issuance) against same IR, if material is out of stock we should be able convert same IR (fully or partly) to PR....this is my understanding about standard ERP processes but consultant is starting material request from PR....and if material is available in our warehouse we are unable to issue against that PR

My second question was;

PR is linked with specific budget (Project Busget), when PR is raised, that specified budget will get locked >>> after PR approval we can issue PO, when PO is issued PR will get locked (mean we cannot make 2 POs for same line item in PR) >>> due to some reasons vendor is unable to deliver ordered material and we need to cancel PO with him and order same to another vendor >>> in that case why we need to ask requestor [which is project engineer in this example] to raise a new PR and then PR will go to all approving authorities ....which is again a time-consuming process .....

Hope i made it clear now :)

Your insight advise with logic behind will highly be appreciated.

Regards

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Mohammed Atef Rasheed 2,475 on at

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Dear TaraMera,

regarding your first question, in the standard Ax, there is not separate process for material requisition, so your consultant is right. however you can use master planning module - if you require - to help you in your stock replenishment process.

and for second one, as I mentioned earlier, unfortunately in standard Ax if you have a PO generated from PR and then you need to change the vendor you have to create new one.

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Community Member on at

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Alright - Understood --- Thanks MOhammad Rasheed

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Community Member on at

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Hello Ludwig,

Thanks for your reply.

Actually, this is still in UAT stage [after requirement gathering]...!

See my reply to Mohammad Rasheed, as;

we recently decided to go for Dynamics 365 [ AX ] as our ERP - where consultant is starting procurement process from PR ....

Our all Procurement is Project Bases - where each project has Cost Budget [ with breakdowns (e.g. Manpower, Materials, Sub-Contractor Jobs etc...) ]. We are generally keeping regular required material in general stock.

My First Question was;

When Project Engineer need any material, he must raise an IR (regardless, if Material is in stock or we need to buy for him), if material is in stock we should be able to release (Material Issuance) against same IR, if material is out of stock we should be able convert same IR (fully or partly) to PR....this is my understanding about standard ERP processes but consultant is starting material request from PR....and if material is available in our warehouse we are unable to issue against that PR

My second question was;

PR is linked with specific budget (Project Busget), when PR is raised, that specified budget will get locked >>> after PR approval we can issue PO, when PO is issued PR will get locked (mean we cannot make 2 POs for same line item in PR) >>> due to some reasons vendor is unable to deliver ordered material and we need to cancel PO with him and order same to another vendor >>> in that case why we need to ask requestor [which is project engineer in this example] to raise a new PR and then PR will go to all approving authorities ....which is again a time-consuming process .....

Hope i made it clear now :)

Your insight advise with logic behind will highly be appreciated.

Regards

Was this reply helpful? Yes No