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Create a purchase release order

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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

A purchase release order is a purchase order that is released from an existing purchase agreement. When you release order lines from a purchase agreement, the commitment terms specified in the purchase agreement are applied to the purchase order.

Note

If you have selected the Public sector configuration key, you can create a purchase agreement classification that requires direct invoices and prevents release orders from being created for purchase agreements that use the classification. For more information, see Agreement classification (form).

This topic describes two different procedures for creating purchase release orders.

Note

You can only create a release order from purchase agreements with a status of Effective.

Create a purchase release order from a purchase agreement

Note

This procedure can only be used when you have a purchase agreement with commitments for a quantity. Only commitments of the Product quantity commitment type are available in the Create a new release order form. To create a purchase release order from commitments of the Product value commitment type, you must first create a purchase order, and then you can add purchase order lines for these items. Microsoft Dynamics AX then finds the corresponding commitment and releases from the commitment.

  1. Click Procurement and sourcing > Common > Purchase orders > Purchase agreements.

    –or–

    Click Accounts payable > Common > Purchase orders > Purchase agreements.

    This opens the Purchase agreements list page.

  2. Select the purchase agreement that you want to release from. You can also open the Purchase agreements form for the purchase agreement by double-clicking the purchase agreement in the list.

  3. On the Action Pane, click Release order. This opens the Create a new release order form.

  4. In the Purchase quantity field, enter a purchase quantity.

    Note

    If the Max is enforced check box is selected for the corresponding purchase agreement line, the purchase quantity cannot exceed the remaining quantity of the commitment in the purchase agreement.

    Note

    If you enter a purchase quantity that conflicts with the default order settings for the item, see the Recommended order quantity column for an alternative quantity that complies with the default order settings, and update the purchase quantity accordingly.

  5. In the Delivery date field, enter a delivery date.

    Note

    The delivery date must be in the range that is specified for the commitment by the Effective date and Expiration date fields in the purchase agreement.

  6. Enter product and location dimensions, if they are not already specified.

    Note

    The dimension fields are active and must be specified if the Active check box is selected in the Product dimension groups form.

  7. If you want to specify an alternative delivery address, click the Select a different address button next to the Delivery address field.

  8. Click Create to submit the purchase release order. Submitting the order generates a new purchase order on the All purchase orders list page.

Create a purchase release order from a new purchase order

  1. Click Procurement and sourcing > Common > Purchase orders > All purchase orders.

    –or–

    Click Accounts payable > Common > Purchase orders > All purchase orders.

    This opens the All purchase orders list page.

  2. On the Action Pane, click Purchase order to create a new purchase order.

  3. In the Create purchase order form, select a vendor in the Vendor account field.

  4. Expand the General FastTab. If any purchase agreements exist for the selected vendor, the purchase agreements appear in the Purchase agreement ID field. Select a purchase agreement.

  5. Click Yes if you want to transfer the currency and delivery address from the selected purchase agreement. Click No if you want to use the default delivery address and currency information for the vendor.

  6. Click OK.

  7. On the purchase order line, in the Item number field, enter the item number that is specified in the purchase agreement commitment. A link is created between the purchase order line and the purchase agreement commitment.

  8. In the Quantity field, enter a purchase quantity.

    Note

    If the Max is enforced check box is selected on the corresponding purchase agreement line, the purchase quantity cannot exceed the remaining quantity of the purchase agreement.

  9. Enter product and location dimensions, if they are not already specified.

    Note

    The dimension fields are active and must be specified if the Active check box is selected in the Product dimension groups form. Active dimensions cannot be changed without causing the link to be removed.

  10. In the Delivery date field, enter a delivery date by clicking Line details > Delivery.

    Note

    The delivery date must be in the range that is specified for the commitment by the Effective date and Expiration date fields in the purchase agreement.

  11. Click Close.

Note

If the Price and discount is fixed check box is selected for the corresponding purchase agreement line, you cannot change any price or discount information without causing the link to be removed.

Note

You cannot change the unit without causing the link to be removed.

See also

Purchase order (form)

Purchase agreements (form)

Create purchase release order (form)