Purchase Order Request from Dynamics 365 Commerce POS

Introduction

A purchase order is an internal document that authorizes the Purchasing department to buy items or services.

Previously, Microsoft Dynamics 365 Finance and Operations HQ was the only option for creating a purchase order. Microsoft has now introduced a new feature allowing the creation of a purchase order requests from POS!

Business Value

The addition of this feature will eliminate the use of multiple tools and make POS the single app for store employees to handle the end-to-end purchase order business processes.

Feature Details

1. Create purchase order requests in POS.
2. View purchase orders requests in POS.
3. Edit purchase orders requests in POS.
4. Confirm Purchase order requests in POS.

Steps to create a purchase request from POS

Step 1: The feature “Ability to create purchase order request in POS” can be seen in Feature Management. This feature should be automatically enabled.

Step 2: Login to Store Commerce POS with the employee credentials.

Step 3: Go to Operation “Inbound Inventory” as shown in screenshots:

Step 4: Now, click on” +” Create new symbol at bottom right corner.

Step 5: Choose the option as “New Purchase Order”.

Step 6: Select the Vendor from which you are willing to purchase the products.

Step 7: Fill out the necessary details like the Delivery date, Accounting date, and add a note if required and confirm the order.

Step 8: Add the product as a purchase order line manually or by scanning the barcode of the product.

Step 9: Add the Quantity of the selected item.

Step 10: Submit the request to HQ.

Step 11: You can see the Status As Created

Step 12: The Purchase Order will be created and sent for approval at HQ.

The process of creating a Purchase Order (PO) directly from Microsoft Dynamics Commerce POS is now complete. This allows all actions to be performed within the POS system itself.