Microsoft Dynamics AX (Archived)

How to convert PO approval status from approved to draft when manually releasing PR? AX 2012 R2

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Posted on by Rana Anees

1,813

Hii,

We have two separate line review workflows for purchase requisitions and purchase orders.

We manually release purchase requisition to purchase order when PR workflow status is approved. Its our business requirement to run two separate workflows for PR and PO.

Problem: On PR to PO release, Purchase Order approval status remains Approved and PO workflow do not activate. We want newly created PO from PR approval status should be Draft, so that PO workflow could be applied. For manual PO workflow works.

Please guide how we can achieve this?
Do we need customization?

Best Regards.

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Mea_ 60,284 on at

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Hi Rana Anees,

We had the same issue and customized AX to release PR to PO in draft status instead of approved.

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Rana Anees 1,813 on at

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Hii ievgen Miroshnikov,

That's great. Could you please share the customization details, code and where to apply.

We appreciate that.

Best Regards,

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Rana Anees 1,813 on at

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This customization is if you are creating PO from PR manually.

PO auto approved status will be turned to draft so the PO workflow could be applied.

Class Name: PurchAutoCreate_PurchReq
Method Name: endUpdate()

public void endUpdate() { super(); // Calculate discount before purchTable is automatically changed to approval status if (purchTable.ChangeRequestRequired) { purchTable.reread(); if(PurchParameters::find().AutomaticTotalDiscount) { purchTable.updateFinalDisc(); } } //purchTable.autoApproveChangeRequest(); only commented this line }

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David Key 35 on at

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In D365 version 10.0.6, it is Standard. Plz check ON on Procurement and sourcing parameter Give purchase orders created via purchase requisitions Draft approval status. When relesed PR to PO, approval status's PO is Draft.

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Trey S 15 on at

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David Key I have looked on Procurement and sourcing parameters do not have that button shown in your picture. My environment is D365 version 10.0.7 (Update 31 platform) - was it removed?

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qianwang 7,168 on at

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Hi Trey S,

It isn't removed.

Regards,

QianQW

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Trey S 15 on at

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Thank you for checking. Can you think of a reason why I would not be able to see it? I have already checked every license configuration that made sense to me.

Any help is much appreciated.

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saransh321 212 on at

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thanks rana anees

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Trey S 15 on at

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For anyone who has the same issue as I did, a developer tracked it to the Public Sector section of the license key configs that were disabled in that environment.

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BryanHoo 45 on at

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hi,

I have turned this parameter on. However, my PRs are still released in POs with the status approved. Am I missing something?

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