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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Purchase Requisition E...
Microsoft Dynamics AX (Archived)

Purchase Requisition Expenditure Reviewers

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Posted on by Community Member

Hi,

If we can provide access to 3 users to edit the Purchase requisition(Created by Originator) when it is in Draft Status, Will they able to edit Purchase Requisitions on behalf of the originators? – Is this can done via Customization? Is this advisable way? OR will it create any problems/issues/impacts? Suggestions, please? 

thanks in advance. 

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,020 Super User 2026 Season 1 on at

    Hi Steven,

    Can you explain the full functional requirement here? In my opinion a review is part of a workflow, not when a requisition is in draft state. How should the reviewer know that a draft requisition is ready for review?

  • Community Member Profile Picture
    Community Member on at

    Hi André,

    Many thanks for your reply.

    As there is no possible way to edit a PR(created by originator) when it is in Draft status. Meaning, a PR #12345, in Draft Status, created by XXX cannot be editted by YYY or ZZZ. I then thought to workaround by using “Purchase Requisition Expenditure Reviewers” or “Purchase Requisition Permissions” (Procurement and sourcing> Setup> Policies). But again this will help for Request change, meaning anyone can do a request change to the originator when the PR is in Draft status but still, it can be edited only by the Originator.

    Now can we do a customization for this requirement? Identifying specific users(Eg. 2 to 5 users), and provide them a kind of access, they will be able to edit Purchase Requisitions on behalf of the originators. Will this customization have any impact?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,020 Super User 2026 Season 1 on at

    Hi Steven,

    I don't know all details by heart related to purchasing policies. I'm aware you can setup delegates for the requisitions. I cannot answer your question related to customizations. Of course, you can do customizations, but I don't know what you will create; thus cannot comment on the impact.

  • Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at

    You can perform this customization, you can try to remove the control made on the Originator.

    Thanks,

  • Suggested answer
    Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi Steven

    The rules for PR Editing are very simple in AX. (Check out method: (table) PurchReqTable.checkUpdate().

    1. Draft PRs can only be edited by the originator

    2. In Review PRs can only be edited by Task owners

    You could very easily modify rule #1 to cater for your needs, but be careful to figure out the full business process so as to not allow invalid people from editing

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