Dynamics Business Central (NAV)
Experts:
Purchase Order Confirmation (from Ing./Pkg Vendors)
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Purchase Order Confirmation (from Ing./Pkg Vendors)
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Looking for a best practice/workflow for tracking confirmed vs. unconfirmed Purchased Orders that have already been issued to an outside Ingredient and/or Packaging Vendor. Any insights/suggestions/best practices on how to leverage existing capabilities within NAV 2018? — Today I “create new”, populating PO lines, vendor, etc., etc. as well as the “Requested Receipt Date” (leaving “Expected Receipt Date” blank). Once completed, I then “send” PO to Vendor (via a pdf and email) leaving the PO in “Open Status”. Once Vendor confirms receipt of PO and delivery date to my facility I will then go back into the PO and populate the “Expected Receipt Date” and “Send Approval Request”, releasing the PO to “Released” status. If Vendor does not email back a confirmation my PO stays in “Open Status”. There are several potential issues with this process. Is the “Purchase Inquiry Action” and leaving the PO “In External Review” the best solution (link below)? Other thoughts/processes? Thank you.
Approve and confirm purchase orders – Finance & Operations | Dynamics 365 | #MSDyn365FO
Microsoft 
Approve and confirm purchase orders – Finance & Operations | Dynamics 365 | #MSDyn365FO Note This topic applies to both Dynamics 365 for Finance and Operations and to Dynamics 365 for Retail. This topic describes the statuses that a purchase order (PO) goes through after it has been created, and the effect of enabling change management on POs. View this on Microsoft > ——————————
Jeremy March
Madison WI
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you could add new status values e.g. “Processed” (PO sent to packager, waiting for conf. by vendor; status is set, when po is sent to vendor via mail) and “Confirmed” (vendor has sent conf.). some code adjustments would be needed.
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Franz Kalchmair
Microsoft MVP
Senior Consultant
Austria, Europe
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