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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Thank you very much. I typically turn off Public Sector as Microsoft has identified that config key as a considerable performance impact. Specifically speaking, enabling the "Vendor bidding" sub config key under Public Sector will allow this purchase order draft status flag to appear.
hi,
I have turned this parameter on. However, my PRs are still released in POs with the status approved. Am I missing something?
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.
thanks rana anees
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.
Hi Trey S,
It isn't removed.
Regards,
QianQW
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?
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.
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 }
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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