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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Purchase requisition s...
Finance | Project Operations, Human Resources, ...
Answered

Purchase requisition status

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Posted on by Kumar_Sat 1,134

I do not want to implement workflows for purchase requisitions, so the question is: how do I convert a purchase requisition to a PO without any workflow in place? Is there any option to create an approved purchase requisition? Workflows change the status from draft to approved, and I am exploring any other possibility of doing it without the workflows.

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Financial Management
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  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Moderator on at
    Purchase requisition status
    According to documentation, WF is mandatory.
     
     
    But you can setup auto approval ,so no action will be required.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,291 Moderator on at
    Purchase requisition status
    Hi,
     
    Purchase Requisition workflow is mandatory and for your case, you can create a workflow and keep a auto approval so that when you create PR and submit, its auto approved.
     
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Purchase requisition status
    Hi,
    you can convert a purchase requisition to a purchase order without implementing workflows by using the "Purchase Requisition" form. You can manually change the status of the purchase requisition from "Draft" to "Approved" by editing the purchase requisition record and updating the status field. Once the purchase requisition is approved, you can then create a purchase order based on the approved requisition.
    Best regards,
    Kevin

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