March 25th, 2013 by Mohamed Aamer

I have shared the automatic creation of purchase order in AX 2009 in my previous post Purchase Order Creation based on Purchase Requisition – AX 2009 – Automatic.

In this post I will explore with you the same feature in Microsoft Dynamics AX 2012. One of the new concepts which are introduced in Microsoft Dynamics AX 2012 is Policies, this concept get Internal Control get more engaged with Microsoft Dynamics AX, and their role should be involved from the early beginning of the implementation.

Automatic creation of the Purchase Order is considered a policy, has start and expiration date, could add specific conditions, and price tolerance.

Go to Procurement and Sourcing->Setup->Policies->Purchasing Policies

In the organization hierarchy select Company

In Policy Rules, select Purchase Order Creation and Demand Consolidation

Identify required parameters, and press OK.

User Group Dynamics Arabia

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