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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Create PO from PR
Microsoft Dynamics AX (Archived)
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Create PO from PR

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Posted on by Community Member

How to Create PO from PR ?

We made purchase request then sent

Afterwards we made purchase quotations and approve the best answer from vendor

I want convert PR after all of that automatic to PO

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Create PO from PR

    Hi -

    Once the PR is approved it can be made into a Purchase Order by selecting Procurement and Sourcing>Release Approved Purchase Requisitions> highlight the approved purchase requisition and select 'Purchase Order New' to create the Purchase Order.

    To then Confirm the Purchase Order, select Procurement and Sourcing>Common> Purchase Orders>All Purchase Orders. Highlight the Purchase Order and select Purchase>Confirm. Note: The encumbrance happens when the purchase order is confirmed. The encumbered amount is then relieved when the vendor invoice references the purchase order.

    A pre-encumbrance, or request to reserve budget funds for planned expenditures, is done when the purchase requisition is created. The pre-encumbered amounts are then recorded in the general ledger.

  • Community Member Profile Picture
    Community Member on at
    RE: Create PO from PR

    Thanks for your answer

    How to approve purchase request

  • Suggested answer
    Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at
    RE: Create PO from PR

    Hi,

    First off, you need to configure the Purchase requisition workflow (Procurement and sourcing > Setup > Procurement and sourcing workflows). More details about different types of purchase requisition workflows can be found here: technet.microsoft.com/.../gg242844.aspx

    Once you configure the workflow, after Purchase requisition creation standard yellow bar appears. You will need to submit your purchase requisition for the approval and then go through the approval process using Action button on the yellow bar.

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