how to Create a purchase order in Dynamics 365

 

Create a purchase order

Use this procedure to create a purchase order that has all the information that you need to purchase specific products at a specific price or for a specific delivery date from a vendor.

1. Click Procurement and sourcing > Common > PO > All PO. On the Action Pane, on the PO tab, in the New group, click PO to create a new PO.
2. In the Create PO form, select a vendor account.
3. Click Yes to copy vendor information such as the address, delivery address, currency, invoice account number, and language to the PO.
4. Click No to create the new PO without copying previous vendor purchase information.
5. On the General FastTab, in the Purchase type field, select the type of purchase order to create. For more information about order types, see About purchase order types.
6. Optionally, enter or modify the rest of the information in the Create PO form, and then click OK. The new purchase order is displayed.
7. In the PO lines grid, click Add line or press Ctrl+N to create a new purchase order line.
8. At a minimum, on the purchase order line, specify an item or a procurement category, a purchase quantity, a unit of measure, and a unit price.
9. On the Line details FastTab, on the Delivery tab, enter a delivery date in the Delivery datefield. If the purchase order is based on a purchase agreement, the delivery date must be in the validity period of the associated purchase agreement line.
10. If the purchase order is for a fixed asset, use the Fixed assets tab on the Line details FastTab to enter an existing fixed asset number. You can also create a new fixed asset here.
11. Click Add line or press Ctrl+N to create additional lines for the PO.

For a project purchase order, the budget reservation line must reference a project. For a non-project purchase order, the budget reservation line cannot reference a project. For more information, see Use project accounting with general budget reservations (Public sector).

PO lines that reference a general budget reservation cannot be edited. This restriction exists to prevent potential accounting errors if changes are made to the purchase order accounting distributions. However, you can add new lines to the PO as a way to make changes.

When you specify a general budget reservation on a PO line, all project details and project distributions are copied. Because of the budget reservation reference, some of the project details are not editable. For more information, see Create a general budget reservation (Public sector).