Create purchase orders manually from purchase requisitions
Important
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.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this procedure to create purchase orders manually from approved purchase requisitions.
If you are in the public sector and will be using general budget reservations, see also About general budget reservations (Public sector).
Note
General budget reservations are available only if the Public Sector configuration key is selected and if Microsoft Dynamics AX 2012 R3 Cumulative Update 8 is installed with the following hotfix: KB3047235
If a purchase requisition has already been referenced by a general budget reservation, it will no longer be available for manual purchase order creation.
A purchase order is created for each currency, vendor, or legal entity that is identified on the purchase requisition lines. For example, if a purchase requisition has two lines, and each line has a different vendor, currency, or legal entity, two purchase orders are created. Also, depending on how purchasing policies are configured for your organization, separate purchase orders can be created if the purchase requisition lines have different requesters, line types, or procurement categories.
Note
Public sector entities that use commitments to manage budget reservations cannot create purchase orders from purchase requisitions. For more information, see (FRA) About commitments (Public sector).
Create a purchase order manually from a purchase requisition
Click Procurement and sourcing > Common > Purchase requisitions > Release approved purchase requisitions.
This form lists all the approved purchase requisition lines for which no purchase order lines have been created. The list is sorted by consolidation status, purchase requisition ID and line.
Note
Purchase requisition lines that have been added to an open consolidation opportunity cannot be added to a purchase order from the Release approved purchase requisitions list page. Instead, they must be added to a purchase order from the consolidation opportunity. For more information about how to create a consolidation opportunity, see Key tasks: Consolidate purchase requisitions.
Select the purchase requisition lines that you want to create a purchase order for.
On the Action Pane, in the New group, click Purchase order.
An Infolog message appears and lists the purchase orders that have been created. The requisition lines are removed from the Release approved purchase requisitions form.
All information on the purchase requisition lines is copied to the purchase order lines. However, if price information such as a trade agreement or a base price is available, some of the amounts might be recalculated based on policy rules for price and discount transfers. The following table describes whether line prices and discounts are recalculated when the purchase order is created.
Purchase requisition line type |
Line refers to a request for quotation or demand consolidation |
Pricing information is recalculated or copied |
Policy rule exists |
|---|---|---|---|
Internal catalog item |
|
|
|
External catalog item |
|
|
|
Non-catalog item |
|
|
|
See also
Release approved purchase requisition (form)
Purchase order creation and demand consolidation rule (form)
Set up rules for demand consolidation and for creating purchase orders
Key tasks: Consolidate purchase requisitions