Idea Proposal: Enhancing Purchase Agreement Selection in D365 F&O

Problem Statement: Customers need the ability to manually select purchase agreements for planned purchase orders during the firming process. Additionally, they require an extensibility point to customize the purchase agreement selection logic.

Solution Overview:

• Identify Relevant Code:Locate the code responsible for automatic purchase agreement selection during firming (e.g., within the PurchAgreementFirmingService class).
• Understand the existing logic that determines which agreement to select based on criteria such as vendor, item, and date.
• Create an Extension Point:Collaborate with the development team to introduce an extensibility point in the code.
• Consider the following options:Event Handler: Add an event handler before or after the assignment of the agreementId variable. This allows custom logic to execute during the firming process.
• Chain of Command (CoC): Extend the existing method using CoC to modify the agreement selection behavior.
• Custom Service: Develop a custom service that handles agreement selection and replaces the standard service.
• Customize Agreement Selection:Once the extensibility point is in place, developers can create custom logic:Manual Selection: Implement a user interface where users can manually choose the purchase agreement during firming, overriding the system’s automatic selection.
• Business Rules: Apply business rules (e.g., priority, preferred vendors) to determine the most suitable agreement.
• User Preferences: Allow users to set preferences for agreement selection.
• Testing and Validation:Rigorously test the customized agreement selection process to ensure accuracy and reliability.
• Validate the solution with real-world scenarios and user feedback.

By enhancing purchase agreement selection, we can empower D365 F&O users to tailor their experience and improve efficiency in procurement processes.