Purchase requisition consolidation (form) [AX 2012]

Updated: May 3, 2011

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

Click Procurement and sourcing > Common > Purchase requisitions > Consolidation opportunities.

Use this form to evaluate approved purchase requisition lines and group them into new or existing consolidation opportunities. You can update purchase requisition line items with changes to the vendor, price, requested date, or quotation data, and then create purchase orders for the consolidated requisition line items.


Purchase requisition lines that are added to an open consolidation opportunity cannot be added to a purchase order from the Release approved purchase requisitions form. Instead they must be added to a purchase order from the consolidation opportunity.

The following tables provide descriptions for the controls in this form.




Opens the Create a new consolidation opportunity form, where you can create a new consolidation opportunity.

In the Create a new consolidation opportunity form, enter the opportunity name, currency, and targeted end date.


Delete a selected consolidation opportunity. This action clears the requisition lines from the selected consolidation opportunity so that they can be selected for another consolidation opportunity. You cannot delete consolidation opportunities that have a status of Closed.

Create purchase order

Create a purchase order for all selected lines in the consolidation opportunity. This action closes the consolidation opportunity lines and removes the purchase requisition lines from the Release approved purchase requisitions form.

Add to opportunity

Opens the Add to consolidation opportunity form, where you can select purchase requisition lines to add to a selected consolidation opportunity.

Only approved purchase requisition lines that require manual processing are displayed in this form. For more information about configuring purchase requisition lines for manual processing, see Set up rules for demand consolidation and for creating purchase orders.

Close opportunity

Close the consolidation opportunity and set the status for the selected opportunity to Closed. After a consolidation opportunity is closed you can no longer add any requisition lines to it.


Modify the price, requested date, vendor, or consolidation quotation number for the selected lines in a consolidation opportunity. To modify the price, the selected line items must be in the same currency. When you modify the price, the net amount of the line items is automatically recalculated.


Remove the selected line items from a consolidation opportunity. Line items are removed from the selected opportunity and can be reselected for a different consolidation opportunity. Line items can also be removed from closed consolidation opportunities if no purchase order has been generated for the line item.



Total quantity

The total number of line items that are included in the consolidation opportunity.


The currency that is used to calculate the amounts for the overall consolidation opportunity. Discounts and price changes that are applied to lines in the consolidation opportunity are calculated using this currency.

Creation date

The date that the consolidation opportunity was created.

Targeted end date

The date that you want to complete consolidation for the selected consolidation opportunity. A warning symbol appears in the Purchase requisition consolidation form next to consolidation opportunities that have passed the targeted end date but that are not yet closed.

Created by

The user who created the consolidation opportunity.


The processing stage of the consolidation opportunity.



The purchase requisition line status.


The procurement category for the purchase requisition line item.


Indicates whether the requisition line item was requested from an internal catalog, an external vendor catalog, or was not requested from any catalog.

Requested date

The delivery date that was requested for the line item on the purchase requisition.

Net amount

The total price of the consolidated line item. The net amount is calculated by multiplying the quantity by the unit price in the currency in which the line item was ordered.



The currency that the line item was originally requested in.

Consolidation quotation number

The identification number that the vendor assigned to their quotation and that is associated with the purchase requisition. During consolidation, you can modify this information for selected line items by clicking the Edit button.

Cash discount amount

The discount percentage multiplied by the unit price of the line item. You can apply a discount to one or more requisition lines by selecting the lines and clicking the Edit button.

Consolidation discount status

The action that is applied to any discount that was added to the purchase requisition line on the Bulk edit opportunity lines in opportunity form. Values include:

  • Replace the existing trade agreement discount – The new discount amount or percentage replaces the existing discount amount or percentage on the selected consolidation opportunity line.

  • Apply the discount in addition to the trade agreement discount – The new discount amount or percentage is applied in addition to the discount amount or percentage that is currently specified on the trade agreement for the selected consolidation opportunity line.

Buying legal entity

The name of the organization that enters into the contract with the vendor and will incur the cost of the product after it is purchased. This is usually the legal entity in which the requester holds a position or has permission to request products

Receiving operating unit

The name of the organization’s operating unit, such as department or cost center that is receiving the product. This is usually the operating unit in which the requester holds a position, or has permission to request products.

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