Purchase agreement enhancements


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts - This feature is released. Nov 30, 2019

Feature details

This feature allows users to identify the employees who are responsible for maintaining purchase agreements. When a purchase agreement is closed, if the agreement is marked to be no longer actively used, users will not be able to create release orders from the purchase agreement. Users can define an invoice matching policy to use for purchase orders released from a purchase agreement. Purchase agreements are used by different persons in the organization, but there is often one person who is responsible for maintaining the agreement. To avoid mistakes, it is important that it is clearly visible who is responsible for the agreement and whether it can be used or not.

  • PA enhancements – Responsible party (General availability in October 2019)
  • PA enhancements – Mark purchase agreement as "Closed" (GA in November 2019)
  • PA enhancements – Purchase agreement matching policy (GA in November 2019)

See also

Purchase agreements (docs)