Procurement Category Matching Policies and Accrue Purchase Expense on Receipt

Dynamics 365 Supply Chain Management

The article discusses how to streamline procurement and expense management in Microsoft Dynamics 365 Finance and Supply Chain.
It suggests using Procurement Categories on Purchase Orders to automatically accrue expenses when posting the receipt.
To enable this feature, go to Procurement and sourcing > Setup > Policies > Purchasing policies and add the relevant companies under Policy Organizations.
Under Policy Rules, click on Category Policy Rule and create a new rule or modify an existing one.
Set the Matching Policy under Category Matching Policy and the Accrue Purchase Expense on Receipt flag to receive GL vouchers when posting the receipt.
If the full quantity has not been received, an error will occur when posting the invoice due to the Receive Quantity flag on the Purchasing Policy.
Once the order quantity has been fully received, the invoice can be posted without errors.
The article provides screenshots of the GL vouchers and the error message for reference.

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