Create a purchase order for a project [AX 2012]

Updated: October 19, 2012

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

You can create purchase orders in Project management and accounting by using one of the four procedures in this topic. The method that you use to create a purchase order is determined by the purpose of the purchase order, by when the purchased items are consumed, and by when they are charged to a project. For more information about how to choose a method, see About creating purchase orders for projects.

  1. Click Project management and accounting > Common > Projects > All projects.

  2. Select or open a project for which you want to create a purchase order.

  3. On the Action Pane, on the Manage tab, in the New group, click Item task, and then click Purchase order.

  4. In the Create purchase order form, select the vendor that you want to place the purchase order with, enter other information as appropriate, and then click OK

    TipTip

    For information about the field on the form, see Create purchase order (form).

  5. In the Purchase order form, in the Purchase order lines table, click Add line.

  6. Enter an item number, quantity, unit, and unit price.

  7. On the Line details FastTab, enter additional information as appropriate.

  8. Repeat step 5 through 7 for each order line that is required for the purchase order.

Tip Tip

To add multiple purchase order lines at the same time, click Add lines in the Purchase order lines table to open the Create lines form for purchase orders.

  1. Click Project management and accounting > Common > Item tasks > Project purchase orders.

  2. On the Action Pane, on the Purchase order tab, in the New group, click Purchase order.

  3. In the Create purchase order form, select the vendor that you want to place the purchase order with, enter other information as appropriate, and then click OK.

  4. In the Purchase order form, in the Purchase order lines table, click Add line.

  5. Enter an item number, quantity, unit, unit price, and other information as appropriate.

  6. On the Line details FastTab, enter additional information as appropriate.

  7. Repeat step 4 through 6 for each order line that is required for the purchase order.

  1. Click Project management and accounting > Common > Projects > All projects.

  2. Select or open a project for which you want to create a purchase order from an item requirement.

  3. On the Action Pane, on the Manage tab, in the Related information group, click Item tasks, and then click Item requirements.

  4. In the Item requirements form, click Functions, and then click Create purchase order.

  5. In the Create purchase order form, on the Overview tab, in the Include column, select the check box for each item line that you want to include in the purchase order. To add all the items to the purchase order, select the Include all check box.

  6. Optional: Select the Adjust quantity to within permitted range check box to adjust the quantity ordered to a minimum or maximum amount from the item table.

  7. Optional: Select the Search for purchase agreements check box to automatically search for purchase agreements.

  8. On the Price/discount tab, in the Discount group, enter any discount amounts or percentages that apply to the selected line.

  9. If necessary, in the Price unit field, change the number of units to which the specified price applies.

  10. If you want to add a one-time fixed charge to the invoice, enter the charge amount in the Charges on purchases field.

  1. Click Project management and accounting > Common > Item tasks > Project sales orders.

  2. Select or open a sales order.

  3. On the Action Pane, on the Sales order tab, in the New group, click Purchase order.

  4. In the Create purchase order form, on the Overview tab, in the Include column, select the check box for each item that you want to include in the purchase order. To include all the items in the sales order, select the Include all check box.

  5. Optional: Select the Adjust quantity to within permitted range check box to adjust the quantity ordered to a minimum or maximum amount from the item table.

  6. Optional: Select the Search for purchase agreements check box to automatically search for purchase agreements.

  7. On the Price/discount tab, in the Discount group, enter any discount amounts or percentages that apply to the selected line.

  8. If necessary, in the Price unit field, change the number of units to which the specified price applies.

  9. If you want to add a one-time fixed charge to the invoice, enter the charge amount in the Charges on purchases field.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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