A purchase order cannot be linked to a purchase agreement once the PO header has been created.
This is problematic as a Buyer may not always know or remember that there is a purchase agreement in place with a vendor for certain items/procurement categories. This is complicated even further when purchase agreements have been created for specific projects. When this happens the Buyer needs to delete the existing PO and create a new one, ensuring that the purchase agreement is referenced. This is very inefficient.
It would be extremely beneficial to be able to link a PO to a purchase agreement after the PO has been created. The function could filter the active purchase agreements based on the following criteria when attempting to create the link:
- Vendor account
- Project ID (if a Project PO)
- Item/Procurement Category
Once the purchase agreement has been selected the user would then be able to update the PO lines to create the link as needed.
Comments
Have this facility of would be beneficial as often purchase forget to link it while creating the order. Also, the purchase agreement or trade agreement number should be visible on the purchase order form.
Category: Procurement and Sourcing
Great idea! I would suggest also to give possibility to create link on PO lines to different agreements.
Category: Procurement and Sourcing
This is also so much needed on the Sales side. Voted!
Category: Procurement and Sourcing
It should be very useful indeed !!!
Category: Procurement and Sourcing
Agree with this! Not only should be able, but also should be prompted of there is agreement for that specific PO line
Category: Procurement and Sourcing
As we begin our endeavor with D365, we would wholeheartedly agree with the initial comments. We believe that we would have many occasions to utilize this functionality if it was added in.
Category: Procurement and Sourcing
Mai Kirknel (administrator) on 2/16/2018 11:45:30 PM
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.
Sincerely,
Mai Kirknel
PM, Microsoft