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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Setup Purchase Order a...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Setup Purchase Order auto approval when coming from an Approved purchase Requisition

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Posted on by Peter White 60

Dear 

how do i setup a purchase order to auto approval when generated from an approved Purchase Requisition? meaning if a purchase order is generated using Released approved purchase requisition and the PR already passed through workflow , the PO will not require another Workflow approval. 

how do i do that?

Regards

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

    Hi Peter,

    You can set the change management requirement per legal entity, but you are able to set override options for vendors and for individual purchase orders. If the vendors used for purchase requisitions are only used via purchase requisitions, you can disable the change management for these vendors. Otherwise, you can consider a customization to have change management on the PO disabled if it is created from a requisition.

    Another option (also customization) would be creating a virtual field on the PO workflow document class to have a field available which show s if the PO was created from an approved requisition.

  • Peter White Profile Picture
    Peter White 60 on at

    Hi Peter

    thank you for your input, actually this is the now the case in our environment (setup only and no customization involved)

    we have a PR and PO workflow(WF),

    when a PR is created and submit through WF , once WF completed the PR is then Approved and when the PR is released to generated a PO , the PO is created with status APPROVED.

    whereas

    if a PO is created directed (without PR) then the PO is created with status DRAFT and does't get approved until it is submit through WF.

    so what i am trying to understand is what setup makes this happen , so i can reverse it.

    how can i enforce the PO to go through WF even if it was coming from an approved PR

    thank you for your help in advance,

  • MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Peter,

    Please enable the parameter of "Give purchase orders created via purchase requisitions Draft approval status" in Procurement and sourcing parameters.

    pastedimage1593396000011v1.png

    The PO comes from PR will be draft status, and then you can submit the PO to workflow, and set up the auto approval in workflow.

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