Purchase order

Dawid Kaczmarek Updated by Dawid Kaczmarek

Show only approved products

On purchase order lines and other lines where the AVA ID can be used, there has been added a look up form for Item numbers giving 3 possible choices:

All products: This choise will show all products

Approved products: This choise shows only the products that are subject to AVA control (Not allowed) that have valid AVA IDs for the current vendor/country code/Date interval

Not requiring approval: This choise will show products not subject to Advanced approval as well as products subject to AVA control 'Warning only':

Figure 6: Various item number lookup options

Manuel creation of purchase orders

When creating a purchase order and adding a purchase order line, the lookup for item numbers will show all item, or the items allowed to buy from the vendor (select among Approved products), according to the user choice of filtering the lookup.

When the wanted item is selected or typed in, the primary AVA ID inclusive data setup for the AVA ID will be inserted into the purchase order line.

If more than one AVA ID is available, a lookup for AVA ID can be used to select another allowed AVA IDs for the purchase order line. If another AVA ID is selected, all information for the new AVA ID will be updated for the purchase order line.

Figure 7: Lookup for AVA ID

When choosing an item setup with AVA information, the following logic is used:

The identification of the selected AVA ID is transferred to the purchase order line.

If the AVA ID has information of Site/Warehouse, this is transferred to the purchase order line and will override the information from the Item/Vendor setup

If the AVA ID has information of country of origin, this is transferred to the purchase order line and will override the information from the item.

If the AVA ID has information of manufacturer, customer, customer destination country, this is transferred to the purchase order line.

If the AVA ID has information of country of origin, manufacturer, customer, customer destination country, this is transferred to the Batch number of the purchase order line (if Batch number is assigned upon creation of purchase order line).

When the chosen AVA ID is setup to handle the vendor as an agent, the manufacturer account will be used as invoice account for the purchase order. If the next purchase order line will change the invoice account to another account, an error will be shown, and creation of the line will be prevented.

Using the following functions for a Purchase order line, will also find and use AVA ID data:

Delivery schedule

Copy from all

Copy form journal

Copy from line

Explode BOM lines

Supplementary items

Add line/lines/Products

AVA information and logic is also available for the following features:

Purchase agreement

Created from sales order

When creating a purchase order from a sales order that contain items setup for Advanced Vendor Approval, the available AVA-id will be presented in a separate dialog when pressing [OK] for creation of purchase order.

The dialog will be prefilled with the primary AVA ID if setup for the Site/Warehouse combination for the item. Only AVA that match the Site/Warehouse combination can be selected.

Figure 8: Create PO using AVA ID lookup

Planned purchase orders

Planned purchase orders with a pre-selected vendor, will already have information of the primary AVA for the vendor (if valid one exists). Vendor and AVA can be changed if wanted.

When selecting a vendor to a planned purchase order, the lookup for Approved vendors will have the possibility to show only approved vendors by selecting the view from the tab page Advanced vendor approval' - Only vendors with AVA ID's that match Site/Warehouse for the planned order will be available for this feature:

Figure 9: Lookup for approved vendors

When firming a planned purchase order, the following logic is used:

The identification of the chosen AVA ID is transferred to the purchase order line.

If the AVA ID has information of country of origin, this is transferred to the purchase order line and will override the information from the item.

If the AVA ID has information of manufacturer, customer, customer destination country, this is transferred to the purchase order line.

If the AVA ID has information of country of origin, manufacturer, customer, customer destination country, this is transferred to the Batch number of the purchase order line (if Batch number is assigned upon creation of purchase order line).

When the chosen AVA ID is setup to handle the vendor as an agent, the manufacturer account will be used as invoice account for the purchase order. If the next purchase order line will change the manufacturer account to another account an error is shown, and a new purchase order must be created for the line.

Printing purchase order

When printing or reprinting the purchase order, original or from journals, information of the AVA Id, country of origin, manufacturer, customer destination country and customer will be printed for each purchase order line.

Figure 10: Printed purchase order

Planned purchase orders (Planning optimization)

The Planning Optimization Add-in enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database. Planning Optimization improves performance and has minimal impact on the SQL database during the planning runs. Therefore, it can be run during normal office hours and provide immediate results based on the most recent activity.

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