Expedite the Procurement Process in Dynamics AX 2012

Microsoft Dynamics AX 2012 offers multiple ways to simplify and expedite the procurement process. One of the many helpful features included in the procurement and sourcing module is the ability for purchase orders to be created automatically upon purchase requisition approval.

Two options are offered in the creation of a purchase order from a purchase requisition: manual or automatic. For a purchase order to be created manually, the purchase requisition must first move through the purchase requisition workflow approval process. This process varies from business to business. Once the purchase requisition has been approved, the purchasing agent navigates to the ‘Release approved purchase requisitions’ form, chooses the approved purchase requisition, and selects the ‘New Purchase Order’ button. This process can be time-consuming if your business handles numerous purchase requests.

Automatic creation of purchase orders is set up by navigating to the Procurement and Sourcing Purchasing Policies form.

Expedite the Procurement Process in Dynamics AX 2012
Procurement and Sourcing Purchasing Policies form

Use navigation path: Procurement and Sourcing>Setup>Policies>Purchasing policies

-Edit the current purchasing policy or create a new purchasing policy

-Under Policy rule type, choose Purchase order creation and demand consolidation

Procurement Process

-Select an existing policy rule (by double-clicking on the policy rule line) or create a new policy rule (by clicking on the ‘Create policy rule’ button)

This opens the Purchase order creation and demand consolidation rule form:

Automatic PO from Purchase Requistion Approval in AX 2012

 

-Choose Manual purchase order creation

-Click the ‘Automatically create purchase orders’ radio button to select it