Supply chain | Supply Chain Management, Commerce

Approval of PO created by firming planned order

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Posted on by Community Member

Hi all,

Just wanted to ask a simple question.

Why does a PO that has been created by firming a planned order from master planning is always set to a status of Approved, regardless of the change management settings? Surely such POs would also need to be approved via a workflow if the MRP run has been carried out by someone not authorised to approve POs. Is these a setting somewhere which will force all POs (manually created/MRP generated) to go through approval workflow?

Thanks a lot,

Regards,

Amit

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Eugen Glasow 6,365 on at

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Hi, this is just the way it is: bad design. There are surely hundreds of D365FO customers who implemented customizations around it.
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Hi Eugen,

Thanks, I am sure they have and we may have to do it too unless Microsoft plug this issue in upcoming releases.

This has been suggested to Microsoft by another user in their ideas portal and is currently under consideration. Hopefully, they will consider it ASAP.

Please can I ask everyone requiring this functionality to visit below portal and vote for it?

experience.dynamics.com/.../

Regards,

Amit
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Rahul Mohta 21,046 on at

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this is a a shortcoming in the current solution

MRP planned orders are used in demand and supply settlement and hence on firming planned PO it creates a approved PO

if it would have xreated PO in draft then MRP would again generate planned PO as no inventory transaction is created for draft PO
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Hi Rahul,

Thanks for explaining the logic behind firmed planned orders to be auto-approved.

Is there a reason why draft POs should not create inventory transactions?

Regards,

Amit
qianwang 7,168 on at

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Hi Amit,

A PO creates inventory transactions only when it reaches the Approved status. The status of draft is used only when an approval workflow is used for the purchase order. If a draft purchase order can create transactions, then the approval workflow has no meaning to it.

docs.microsoft.com/.../purchase-order-approval-confirmation

If it is not an Approved state when a purchase order is firmed from a planned order, there may be a recurring planned order when you run the MRP later, resulting in inaccurate calculations and inventory backlogs.

Regards,

QianQW
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Rahul Mohta 21,046 on at

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additionally if inventory transactions are created then it is a valid supply in the system whereas draft PO's may or may not get approved hence

hope it helps
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Manikanda_Gopal 128 on at

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Hi All,

Hope you're doing well!

I recently encountered same scenario where the PO was being created as approved instead of draft when firming the planned order. To address this, I made a customization to ensure the PO is created in draft status.

For more details about the customization,

you can refer to my blog

https://d365fandotech.blogspot.com/2024/07/set-purchase-order-workflow-status-as.html