Purchase Requisition Process Dynamics 365

 To Create Requisition, you have to go to the Procurement and Sourcing module and click on all Purchase requisition as shown below.

 

Click on New Tab requisition and a new form will open. Enter the name/description and date of the requisition. Then click ok.

 

The requisition form will get open.

Here you have to tag the Items as per your requirement. Click on Add lines tab to tag the items (as shown in the image) mention Quantity. After adding the item click on the save tab to get it saved.

 

Workflow Tab will get enable once you save the line (New feature as compare to AX2012). Submit the requisition for approval.

The remaining Process is the same as the previous AX2012.  Like you can create RFQ before final approval.

New changes in Dynamics 365:

In AX 2012 once the final approver approves the requisition go to release/Purchase requisition. Here if they approve all the lines then it automatically creates a purchase order. This will save the user time. No need to go to the release approves the purchase requisition to create a purchase order.

 

As final approvals approve then purchase order get created automatically if you have done the setup. You can refer policy rule setup for more detail.