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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / PO status and PR
Finance | Project Operations, Human Resources, ...
Suggested answer

PO status and PR

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Posted on by NewWatermelon 315

A PO generated from an approved PR is created with  APPROVED status.

How can I customize this behavior to create the PO with DRAFT status?

Your help is most appreciated.

  • MldFar Profile Picture
    MldFar 50 on at
    RE: PO status and PR

    You are right!!

    Many txh Girish

    Regards,

    Mel

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: PO status and PR

    If the change management is not enabled then PO created will be defaulted to Approved status only.

    Refer to the below Microsoft documentation.

    https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/purchase-order-approval-confirmation

    Thanks,

    Girish S.

  • MldFar Profile Picture
    MldFar 50 on at
    RE: PO status and PR

    hi Girish,

    We don't have any configuration in place and the change management is not active

    Thx

    Mel

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: PO status and PR

    Have you done any customization on this form?

    Also check the workflow configuration.

    Thanks,

    Girish S.

  • MldFar Profile Picture
    MldFar 50 on at
    RE: PO status and PR

    hi Girish,

    I have the same issue, but I don't have the Give purchase orders created via purchase requisitions Draft approval status parameter.

    What else could be?

    Thx

    Mel

  • Suggested answer
    Deepak Agarwal Profile Picture
    Deepak Agarwal 148 on at
    RE: PO status and PR

    Hi Doe,

    First try Girish suggestion. If its still not working you can explore customization. There must be a method on PurchTable something like initFromPurchReqTable and you can set the status there. 

    Thanks

    Deepak

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: PO status and PR

    Hi J. Doe,

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

    Thanks,

    Girish S.

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