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How do I add the value field to the purchase requisition list?

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I would like to extract a report of all approved Purchase Requisitions. The current report does not include the value which was approved. I was intending to do this process by combining the PO and PR tables in excel, however this does not capture PR's which have not yet been converted into PO's.Any ideas how i can achieve this?

Thanks in advance.

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SThakur 412 on at

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Is this query for AX or D365? Which version of AX? which report are you using to generate the data?

If D365, you can have a look at the Purchase requisition statistics report.

It gives you the ability to define your criteria including Status = Approved the you want to view and summarised total amounts for each purchase requisition.

If you let us know what version you are using there are other options that can be explored like merging queries in D365.

Thanks,

Shilpi

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Rahul Mohta 21,032 on at

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one other way is to use the PO line and use filter of purchase requisition not empty

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SouravDam 11,730 on at

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Hello RFROST,

In addition; you can simply create 2 new columns through customization and name it as Total Amount and Released Purchase order in the "All purchase requisitions" form to display the total amount and released PO record from the PR.

If you go inside the PR, you can pick these information from "Total amount" and "Purchase order" field from the Related information section and display in PR list page.

Point to be noted: - Add these new columns Total amount and Released purchase order in the "Add columns" section so that, going ahead, users can simply select these columns and display in PR list page after inserting it.

Kindly check and provide your feedback.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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Community Member on at

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Thanks for the super quick response. It is D365 and was implemented last year. The consultant we are using says this requires “development”. I will attempt the above, along with the other advice provided by users and let you know how it goes. I want to harness the capability of D365 and to do that some basics need be resolved.

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SouravDam 11,730 on at

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Hello RFROST,

Thanks for the feedback.

Appreciate if you kindly verify this thread if it helps you to come to a conclusion on this case.

Else we will be waiting for your next update on this.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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Community Member on at

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Thanks for the advice. I Will take a look and get back to you. Need to double check the version.

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Rahul Mohta 21,032 on at

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let us know if our responses helped

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Community Member on at

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Thanks for all the suggestions, really appreciate the effort!! however, I simply cannot see the same thing as I am seeing in the instructions provided by everyone in the forum.I took a few screen shots to help.

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Community Member on at

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I actually tried this but not 100% it captured all items. i need to understand if a PO line is systematically created in the PO list at point of PR approval, or if there is another step in between.

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SThakur 412 on at

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This is in Business Central there is a separate forum called Dynamics 265 Business Central to post questions specific to BC and NAV.

Someone who has the rights will move your question to the Dynamics Business Central forum.

You cannot see purchase requisition statistic report as that is available in D365 SCM and not Business Central.

Couple of things you can check:

Check the customize permission sets under the profile -Accounting manager?

The first screenshot you shared is the purchase requisition sub form and the list of fields available in that form. Can you just scroll to extreme right and check if you can see the Line Amount Exc. VAT column in the Purchase requisition sub form as you are customizing the purchase requisition sub form.

The second screenshot you shared is different from first seems to me the Purchase requisition grid form page so I am assuming that is why you cannot see the columns that are on the Purchase requisition sub form or line form.

Still would suggest to go through the right forum to see what others can see the reason behind this.

Thanks,

Shilpi

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