Adding an approved purchase requisition line to an existing unconfirmed PO would address the following scenarios:
- The Buyer overlooked the approved requisition line when the PO was created.
- A minimum PO amount is required to receive a discount with the vendor.
The addition of this functionality would eliminate potential confusion with vendors as it would reduce the number of POs directed to them. Furthermore, it would reduce internal effort required to receive the goods, process invoices and follow-up on any issues that arise.
This function should be added to the Release approved purchase requisitions list page. During the process, D365 would need to compare the accounting date on the requisition line to the PO. If these differ, the user should be asked if they wish to proceed using the accounting date already on the PO header.
Similarly, it would make sense to be able to “pull” an approved purchase requisition line into a PO. The PO would have a function where the Buyer would see all the approved purchase requisition lines available to add to the PO. The accounting date comparison and notification would be performed as identified above.