Procurement

Finalize the Purchase Order- D365 Finance and Operations

November 8, 2024 by alirazazaidi

Hello friends, Today we explore the finailzed option on purchased order.
I usually confirm the purchased order but never use this functionality.
We can use this option only when we call lines in purchase order are cancelled or invoiced.
I tried it and found following error message on purchase order with Received status.
One thing is sure, after finalization of purchase order we can not change in purchase order.
After posting Invoice I tried
We can finalize purchase order by two ways, one is from purchase top menu.
Or we can use use the following navigation
Procurement and Sourcing > Periodic Tasks> Finalize Purchase Orders.
we tried from purchase order on action pane. and let see what happen
After click on Ok, the status of purchase order is final.
let me try to add a new line.
The add new line option is gray out, we can not add or edit line
When a [[Purchase Order]] or Purchase Order Line is “Finalized”, the system does 2 things:
1) It did not allow to any changes or add new line in purchase order.
2) If you enable the budgeting module in d365 F&O and buget is reserved against purchase order, Finalization of purchase

I used Roam Research app for writing this blog post.

Unregister Purchase Order line register quantity which is received via mobile device OR Remove Stock via PO in D365FO

January 2, 2024 by alirazazaidi

A small tip: I just create a purchase order and register the quantity. Either directly on the purchase order or through the mobile app, advance warehouse in D365 Finance and Operations. Now I want to cancel that line or unregister the quantity for that line.

As compared to Ax 2012, it is relatively easy in D365 Finance and Operations.

For this, open the purchase order and go to a specific line, click on the update line, and click on registration.

From registration form click on ” Add registration line”

On clicking add registration line, you will find negative values.

Click on Confirm Registration. This will reverse the registration process after closing this form you can remove the line from purchase order

Similar way you can unregister the picked quantity in Sales order processing.

Relation between PurchLine and PurchReqline Tables in Dynamics AX 2012 R3.

November 9, 2017 by alirazazaidi

In one of SSRS Report requirement, client wants to see Purchase order quantity, Invoice Quantity against items purchase requisition Quantity.

Instead of writing a query on ItemId and InventdimId, I found out of the box function In PurchReqLine table. This method return the reference of Purchline. With reference of Purchline, I can get Purchase order Number and get Item Invoiced quantity.

PurchLine       purchLine;

PurchReqLine reqline;

 

_purchLine = reqline.purchLine();

The relationship between Purchline and PurchReqline is RecId, Purchline contains the Reference RecId of PurchReqline.

PurchLine       purchLine;

 

if (this.PurchId && this.LineRefId)

{

select firstonly purchLine

where purchLine.PurchId           == this.PurchId    &&

purchLine.PurchReqLineRefId == this.LineRefId  &&

!purchLine.IsDeleted;

}

How to register Request for Quotation response in Dynamics Ax 2012 and its convert Purchase order

January 10, 2015 by alirazazaidi

In my previous post, we create and post a request for Quotation for two different vendors,

http://tech.alirazazaidi.com/how-to-create-request-for-quotations-in-dynamics-ax-2012/

In this post I am going to register the response sent by vendors against request for Quotation.

By clicking on Request for quotation replies. A list page open, if you saw last two lines are against our required RFQ. because we send it to two different vendors.

We are going to register the response from the “Lande Packaging Supplies”.

From top menu select copy Data to reply and click on Edit.

On click on edit detail page opens you can update the information according to replies.

For first Item, I have to update price from 50 to 40 , We assume that Vendor offer us with less price.

Save it and similarly register response for other vendor.

Now go to back to all request Quotation form. Select the Request for Quotation and found request of Quotation as follow

From top menu strip click on compare replies

Following form will open which shows the line header with amount.

If you saw Vendor account 1001 offers less prices then vendor 1002. I am going to accept that response and that will result in Purchase Order convert from Request for Quotation.

Select the line and click on accept button.

Purchase order successfully created against accepted response.

Product Management in Dynamics Ax 2012 R3 Part 2

December 10, 2014 by alirazazaidi

In previous post I just create an Item product without its variant and released it to required legal entity.

http://tech.alirazazaidi.com/product-management-in-dynamics-ax-2012-r3-part-1/

But product required one more step to finalize it before used in sales or purchase.

Item group
Item module group.
Storage dimension.
Tracking dimension.

For this purpose you have to go in Specific Legal entity and open the release product page.

When Release product form opens, select or highlight you required release product and click on Edit button.

You can find similar form.

You find that there is validate button on Product tab, this button helps you to identify what is missing in finalizing the release product.

I clicked it for my newly released product.

It gives me warning that values for Item model group, Item group, storage Dimension groups and tracking dimension group values are missing.

Let’s first set the values for Storage and tracking dimension group.

For this purpose you have to click on top menu tab menu and click on Dimension groups

You can set values here for Storage Dimension group and Tracking Dimension group.

After setting dimensions go to General fast tab you find the Item model group drop down, you have to set its value from there

For Item group please expend the Manage Costs fast tab and set its value from there.

After setting all these values click on Validate button to check that Release product is properly configured.