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Purchase Order Re-approval in Dynamics 365 Finance and Operations

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#finance

#operations

#purchase

Dynamics 365 Finance

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Feb 22, 2025

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AI Summary

  • The article discusses the importance of the purchase order (PO) workflow in Dynamics 365 Finance & Operations for SOX-compliant organizations.
  • Purchase orders created from planned orders or approved purchase requisitions do not require additional approval if they are already required.
  • Key components for the purchase order re-approval process include change management activation, purchasing policy setup, and workflow configuration.
  • The article provides detailed steps on how to enable change management, set up purchasing policies, and configure the workflow for re-approval.
  • A demo in the article walks through scenarios where additional approval is or isn't required for purchase order modifications.
  • Scenario 2 demonstrates converting an approved purchase requisition to a purchase order without additional approval.
  • Scenario 3 showcases creating a purchase order directly and triggering the approval process for modifications.
  • Properly configuring change management, purchasing policies, and workflow conditions ensures compliance and accountability in the procurement process.

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    - Feb. 7, 2025, 7 a.m.

    I've noticed that these tags really seem to hit the mark: #finance, #operations, #purchase. What do you think? Share your opinions in the comments and feel free to create your own tags. Let's get a conversation going!

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