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From multiple projects I received the following requirements related to the use of purchase agreements: • Purchase agreement with product QTY commitment When firming planned purchase orders and total PO QTY exceeds the remaining QTY on purchase agreement X, D365 F&O will not split QTY, but will use next available agreement Y with the vendor with enough remaining QTY. (Searching for agreements is activated in the AP settings). Issue: Newer agreement will be used while Older agreements still has remaining QTY. • Per Purchase order you only a link to one purchase agreement can be made (Header to Header). In case there are multiple purchase agreements for same vendor, containing both same and different items, you would like to be able to link PO lines to Purchase agreement lines instead on header level. Issue: Not possible to link multiple purchase agreements to one purchase order • Not possible to select a specific batch number on a purchase agreement line for a batch tracked item. In this case on the purchase agreement line the buyer would like to record the batch number that is related to the item. The buyer received a sample of the item and tested it on quality and approved a specific batch, or multiple batches of the product at the vendor. When creating a purchase agreement and releasing purchase orders, buyer would like to be able to use the batch number tracking dimension to make sure correct batch is sourced, communicated and delivered. • Navigating from PO line to correct purchase agreement. By standard you can find the relation to the purchase agreement from a Purchase order line, but you cannot navigate to it by clicking on the agreement ID, you need to manually copy the ID and search in the agreement overview form. It would be nice if navigation is possible from the PO line just by clicking the reference ID as is the case in many places in D365 F&O. • Trigger/report to indicate when a new purchase agreement should be negotiated. Based on remaining QTY on purchase agreement and available inventory and a threshold (on the item?) a trigger (Could be a report) should be created to indicate that a new purchase agreement needs to be created. This one is a nice to have and could perhaps already be covered with a specific report that collects the required data. Looking forward if other experts can related to these requirements and learning from current solutions and feedback. Thanks for considering this feedback.

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Comments

H

Many good points here. Voted! Especially I am looking forward for a feature which allows to link multiple purchase agreements to one purchase order. Also not having PurchAgreementID on the header or lines is inconvenient. The display field with direct link would be great

Category: Procurement and Sourcing

H

The enhancements mentioned in this idea will really improve working with purchase agreements.I would also add one simple but very effective improvement: create an additional form with the open purchase agreement lines. Most required information is handled on line level, but there is no form available to easily access the line information by the users. So please add a specific form with the agreement line information (item, effective dates, qty, remaining qty, price etc..)

Category: Procurement and Sourcing

H

This would be a very nice feature

Category: Procurement and Sourcing

H

Thanks for the support Truman!

Category: Procurement and Sourcing

H

To reiterate Harold's post. I have a client request to handle the overflow of one purchase agreement into another. When the planned purchase orders being firmed reaches the end of one purchase agreement (with Max is enforced) the system should split the purchase order line and create a second line with the next purchase agreement details. The above fixes recommended by Harold would all be fantastic additions to purchase agreement functionality.

Category: Procurement and Sourcing