D365 Finance & Operations and Dynamics AX Forum

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Purchase requisition

  • 1.  Purchase requisition

    Posted 14 days ago
    Hi all,
    We are with D365 for Finances & Operations and would like to begin to use the purchase requistion fonctionnality.
    We setup a workflow where a user can create a purchase requistion and an other user have to review it before approval.
    The user who have the review task (this user is not the initiator of the request) can now modify the quantity and the unit price on the purchase requistion line if he needs to but cannot modify the procurement category.
    Do you think something is missing in my setup somewhere?

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    Annie Poulin
    Boa-Franc S.E.N.C.
    Saint-Georges QC
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  • 2.  RE: Purchase requisition

    Posted 13 days ago
    Annie; that is standard functionality on a requisition.  You will notice that once a requestor has added a procurement category, that cannot be 'changed'.  It has to be 'removed' and a new line created on the requisition.  As there can be requisition & purchasing policies attached to the category, which would affect workflow, it would not be possible to modify this.  At this point, the approver should request that the requisition be changed by the requester.

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    Donald Jenkins
    Avanade, Inc.
    Maryville TN
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