When creating Request For Quotation from Purchase Request, requester does not get overwritten by preparer. Instead, leave it has an option
When creating Request For Quotation from Purchase Request, requester does not get overwritten by preparer. Instead, leave it as an option.
Release approved purchase requisitions - Add list functionality to see created purchase orders from requisitions
In the 'Release approved purchase requisition' form all purchase requisitions that requires manual release to purchase orders are listed. When selecting a purchase requisition and clicking 'Create new purchase order' an action messages is created saying "Automatic purchase creation Vendor account...
Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.
Parameter to copy Vendor notes onto Purchase Order
In AR there's a parameter to "Copy notes when transferring to sales order". This same functionality would be great to have on the purchasing side. A user should be able to setup a vendor note that copies onto a purchase order.
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Max is enforced should be validated for purchase requisitions linked to purchase agreements
Purchase requisitions should work like purchase orders regarding the validation of “Max is enforced” parameter in the purchase agreement. They should consider to “reserve” quantity so if you have 2 PR’s are using the same purchase agreement for each their quantity and that sum exceeds the remain...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Create one PO for approved purchase requisition lines with multiple accounting dates
In many instances, multiple approved purchase requisition lines (from different purchase requisitions) can be procured from the same vendor. However, it is highly unlikely that the requisition lines from the different requisitions have the same accounting date (which can be defaulted fro...
Thank you very much for your input. We are pleased to inform you that this capability is available in version 10.0.25.
Follow the steps:
1. Activate the feature: "Consolidate multiple purchase requisitions into a single purchase order by accounting date"
2. Activate the parameter that controls the consolidation behaviour: Procurement and sourcing > Setup > Policies > Purchasing policies > Purchase order creation and demand consolidation rule > Purchase oredr split tab > "Consolidate by accounting date" parameter
Purchase Agreement document's type in Work item queue for Purchase Agreement Workflow
In order to use the Purchase Agreement Task with Queue based assignment in the Purchase Agreement workflow, the document type "Purchase Agreement" should be added in Work item queues.
Creating a Purchase Agreement Workflow, is possible to select a Purchase Agreement Task
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Suggested vendors from Purchase requisition line are not transferred to Request for quotation vendors.
With the current behavior, Suggested vendors from Purchase requisition that are inserted through Purchase requisition line – Suggest vendors are not transferred to Request for quotation vendors, while vendors selected directly on purchase requisition line (field Vendor account) are transferred to...
Suggested vendors from Purchase requisition line are not copied to new purchase requisition when Copy or Copy line actions are used
Issue Description: In D365 for operations, user finds that suggested vendors from Purchase requisition line are not copied to new Purchase requisition when "Copy or Copy line actions are used. Impact: User/Prepare may not verify all details(E.g like suggestd vendors) on the New PR because copyin...
Add weight (shipping specification) to purchase Packing slip during PS updates (same as on sales side)
When you go to post packing slip from the sales module you have the possibility to fill in: Shipping specification - Gross weight - Net weight - Number of units - etc This is then printed on the sales packing slip. It would be great if this was also possible on the purchase side e.g. for direc...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Allow to hide/make non editable Main Account field in Purchase Requisition
At the moment, Main account can be edited under Line Details > Financial dimensions when PR is created. There must be a way to hide/remove main account from being visible and/or editable for users when Purchase Requisition is created. This is not allowed using personalization. This is also ...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Administrator
Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.