Purchase Requisition consolidation with different or no Project IDs
Whether using "Consolidation opportunities" or "Release approved purchase requisitions" to consolidate approved PRs-purchase requisitions into a single PO-purchase order (same Vendor & site/address), currently D365 will not consolidate a PR with no Project ID with other PRs with Project IDs (s...
Vendor PR consolidation w/ Delivery Address
When consolidating D365 PRs for a given Vendor for same Delivery address, D365 applications - Released approved purchase requisitions and Consolidation opportunities, only show Vendor account and do not have Delivery address available to add to grid. PRs for a given Vendor may be against a St...
Purchasing Workflow - bypass after PO approval for selected fields
After Workflow PO approval, changes to any PO field automatically requires Workflow, even if automatically approved. Would prefer option on selected fields to be excluded from Workflow, upon changing after PO approval. These fields should not impact PO pricing and may not be know prior to or...
PR line warehouse - sync PO Detail line Delivery address
When consolidating multiple PRs for a single Vendor and delivery address, consolidation applications only show PR Vendors. Purchasing Agents must review PRs prior to consolidation to ensure same address. Workaround is to include and populate PR line warehouse in PR grid, which shows up with...
Purchase agreement Form notes
Upon creating a Purchase agreement, noted that we are unable to create a Form note against a purchase agreement to attach legal verbiage, via D365 > Procurement and sourcing > Setup > Forms > Form notes - drop-down for Form. Only Purchase order & Purchase order - purchase inquiry are availabl...
PPV Service Item
Would like option to create a PPV - purchase price variance for a Service Item. Currently D365 doesn't allow for PPV upon PO receipt, to show difference between Estimated cost = Item price vs PO amount. If Invoice amount is different from PO amount, we can get a Price variance. With version 1...