Plaza 365
Plaza 365

No results found for your search

RegisterLog in

8

Why Purchase Requisitions and Catchweight Items Just Don’t Mix

Visit article

#purchase

Dynamics 365 Finance

Category

Jan 4, 2025

Published date

Text

Article Type

AI Summary

  • Purchase requisitions (PRs) and catchweight (CW) items in Dynamics 365 Finance & Operations are not compatible due to the limitations of PR functionality.
  • Catchweight items require tracking in two units of measure simultaneously to reflect real-world variability in weights or volumes.
  • The article suggests three workarounds for handling PRs with CW items: direct purchase orders, using procurement categories, or developing custom solutions.
  • Other scenarios where PRs might face challenges include non-stocked items with complex pricing structures, service-based procurement, configured or custom items, items requiring lot tracking or serialization, and advanced inventory scenarios.
  • Alternatives to PRs for specialized scenarios include Requests for Quotation (RFQs), Purchase Agreements, and Direct POs with workflows.
  • Pro tips for managing CW items and other advanced procurement needs in D365 include leveraging POs, vendor collaboration through the vendor portal, and regular reviews of procurement workflows.
  • The article ends with a dad joke about PRs not being able to "carry the weight" of CW items.
  • The author teases a future blog on advanced catchweight strategies and configurations.

Registered users can view the full text for FREE!

Sign In Now!