Ability to split a purchase requisition line to multiple purchase orders


During the procurement process it is quite common to acquire the requested goods from different vendors - either external or intercompany.  In these situations, it would be very useful to be able to take a single approved purchase requisition line and create purchase orders for multiple v...

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1 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Under Review

Add default underdelivery and overdelivery percentage fields to Procurement categories


All PO lines created for procurement categories set the underdelivery and overdelivery percentages to zero since these cannot be defined on procurement categories.  Accordingly, the PO line for a procurement category must be edited each time it needs to be overdelivered or cancelled (unde...

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1 Comments

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1 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Under Review

Create one PO for approved purchase requisition lines with multiple accounting dates


In many instances, multiple approved purchase requisition lines (from different purchase requisitions) can be procured from the same vendor.  However, it is highly unlikely that the requisition lines from the different requisitions have the same accounting date (which can be defaulted fro...

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0 Comments

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0 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Under Review

Add an approved purchase requisition line to an existing PO


Adding an approved purchase requisition line to an existing unconfirmed PO would address the following scenarios:

  1. The Buyer overlooked the approved requisition line when the PO was created.
  2. A minimum PO amount is required to receive a discount with the vendor.
...

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3 Comments

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3 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Under Review

Create one PO from a Consolidation Opportunity when the Requested dates are updated on the lines using the Bulk Edit function


Create one PO from a Consolidation Opportunity when the Requested dates are updated on the lines using the Bulk Edit function.

The consolidation opportunity is often used to group purchase requisition lines for similar products to streamline the procurement process with a vendor.  ...

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1 Comments

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1 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Under Review

Allow Credit Notes to be created on POs with invoices and allow AP roles to perform the function


The Create > Credit note function for purchase orders should be available when the purchase order status is "Invoiced". Additionally, the Create > Credit note function should be available when the purchase order status is "...

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0 Comments

Category: Accounts Payable (151)

STATUS DETAILS
New

Legal Entity specific Purchase Requisition workflow and Parameter


Dynamics should have the capability to make the Purchase Requisition workflow legal entity specific.

The recommended solution is as follows:

  1. Still allow for an organization-wide Purchase Requisition workflow to be created.
  2. Enable legal entity specific Purchase Requ...

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    0 Comments

    Category: Accounts Payable (151)

    STATUS DETAILS
    Needs Votes

Change the purchase requisition "Copy lines" function to default the Requester on the new requisition lines to the person performing the copy function


When using the Purchase requisition > Copy lines function, the current logic attempts to copy the "Requester" from the source lines into the new lines on the destination purchase requisition.

This is very problematic and limiting for an end-user as it prevents them from being able to...

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0 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Needs Votes

Link a Purchase Order to a Purchase Agreement after the PO was created


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 eve...

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2 Comments

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2 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Under Review

Allow the Project Category to be edited on a Purchase Order line created from a Purchase Requisition


The Project Category should be able to be edited on a Purchase Order line created from a Purchase Requisition.

In many cases the individuals who are creating purchase requisitions are not familiar with project accounting.  Accordingly, they may not know - or care about - ...

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0 Comments

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0 Comments

Category: Procurement and sourcing (210)

STATUS DETAILS
Needs Votes