web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Purchasing Policies being ignored.

(1) ShareShare
ReportReport
Posted on by 98
Good afternoon,
 
I'm having some trouble getting a Purchasing policy to work. I've added a Purchase order creation and demand consolodation rule to the policy with an effective date of 01/12/2020. Within that policy, on manual purchase order creation, I've set Automatically create purchase orders and Run automatic purchase order creation. When I create a Purchase Requisition and Approve it through Workflow, no Purchase order is created, the PR is set to Approved, and the PR lines are all set to Manual.
 
I have also written a quick bit of code to check an existing PR and it always returns Manual, so I think we can rule out the workflow:
 
SysPolicies::clearPolicyCache();PurchReqId purchReqId = 'PR000352';while select purchReqTable    where purchReqTable.PurchReqId == purchReqIdjoin purchReqLine    where purchReqLine.PurchReqTable == purchReqTable.RecId{    if (PurchReqPurchaseOrderGenerationRule::isManualCreatePurchaseOrderStatic(purchReqLine))    {        Info(/Manual/);    }    else    {        Info(/Automatic/);    }}
Can anyone suggest where I should check further to see what is causing this to be ignored?
 
Thanks in advance
I have the same question (0)
  • Suggested answer
    sagar_patil Profile Picture
    918 Super User 2025 Season 2 on at
    Hi,
     
    does all the PR lines have the “Vendor Account” attached to them? 
  • Phil Matthews Profile Picture
    98 on at
    Hi Sagar,
     
    Yes, they all do.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 646 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans