Set up a reapproval rule for purchase orders

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Use this procedure to set up a reapproval rule that specifies the fields that, when they are changed, require an approved purchase order to be manually reapproved. When you create this kind of rule, you can control when a purchase order requires manual reapproval by the designated approvers in the workflow process that is defined for your organization. Any fields that are not included in the reapproval rule are automatically approved by the workflow process. For example, you might not want a routine change that is considered standard for the purchase order process to require manual reapproval by the approvers in the purchase order workflow, such as when the vendor’s confirmed delivery date is entered. Therefore, you would not include the Confirmed field in your reapproval rule.

You must configure a workflow for purchase order reapproval for a reapproval rule to be enforced.

Note

This functionality is applicable only when change management for purchase orders is enabled. For more information, see Key tasks: Change management for purchase orders.

Configure workflow for purchase order reapproval

1. Click Procurement and sourcing > Setup > Procurement and sourcing workflows.

2. Open the Purchase order workflow that has been defined for your organization.

3. Select the Approve purchase order workflow element in the workspace, and then in the Action Pane, click Basic Settings.

4. In the Properties form, click Automatic actions. Add the following condition:

   • Purchase orders. Requires purchase order re-approval is No.

5. In the Auto complete action field, select Approve.

For more information about how to set up workflows in Procurement and sourcing, see Set up Procurement and sourcing workflows.

Set up a reapproval rule for purchase orders

1. Click Procurement and sourcing > Setup > Policies > Purchasing policies.

2. On the Purchasing policies list page, on the Action Pane, in the New group, click Policy. The Purchasing policy form is displayed.

3. On the General FastTab, in the Name field, enter a name for the policy.

4. On the Policy organizations FastTab, in the Select organization hierarchy field, select Companies. Select the legal entity that the reapproval rule should apply to, and then click Add >>. You can add as many legal entities for the policy as required.

   Note

   You can define a reapproval rule for purchase orders only if the hierarchy type is Companies.

5. Select Re-approval rule for purchase orders in the Policy rule type: field.

6. Click Create policy rule. The Re-approval rule for purchase orders form is displayed.

7. Select a start date and an end date for the policy rule.

8. From the list of available fields on the right, select the fields that manual reapproval is required for when changes are made to an approved purchase order and add them to the Selected list on the left. The list of available fields reflects the fields that are in the Purchase order form, and additional fields from forms that can also be accessed from the Purchase order form.

   Tip

   If you select the Tree view, you can view the fields as they are grouped in the Purchase order form.

9. Click OK to save the policy rule.

See also

Purchase order (form)

Re-approval rule for purchase orders (form)

About purchasing policies