Plaza 365
Plaza 365

No results found for your search

RegisterLog in

3

Purchase Order Re-approval in Dynamics 365 Finance and Operations

Visit article

#finance

#operations

#purchase

Dynamics 365 Finance

Category

Feb 22, 2025

Published date

Text

Article Type

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.

Registered users can view the full text for FREE!

Sign In Now!