HOW TO CREATE PO FROM PR

2.1 How to Create PO from PR

Step.1

Go to: Dynamics 365 Path: Procurement and Sourcing > Purchase requisitions > All purchase requisitions

Step.2 Click on respective Purchase requisition

Step.3 Go to Purchase requisition lines Verify the Item number and Quantity

Step.4 Expand the workflow tab and click on Submit button

Step.5 Operation completed message appears update the Comment field and click Submit button

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Step.6 Expand the workflow tab click and click on Approve button

Message: Workflow should be approved by the concerned personal only

Step.7 Update the Comment field and click on Approve button

Step.8 The Status of PR is updated to Approved

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Step.9 Go to: Dynamics 365 Path: Procurement and Sourcing > Purchase requisitions > Approved purchase requisition processing > Release approved purchase requisitions

Step.10 Click on respective Purchase requisition

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Step.11 Select the requisition line and click on Purchase order

Step.12 Update the following fields

a) Item number, auto generated

b) Item name, auto generated

c) Vendor account, mandatory field select from drop down

d) Vendor name, auto generated

Step.13 Purchase order has been created message appears