Copy purchase - Purchase requisition (form) [AX 2012]

Updated: September 14, 2012

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 > Purchase requisitions prepared by me. On the Purchase requisitions prepared by me list page, double-click a purchase requisition with a draft status or create a new purchase requisition. In the Purchase requisitions form, click the Copy lines button.

Use this form to copy selected purchase requisition lines from existing purchase requisitions to the currently-selected purchase requisition. If the requisition purpose is consumption and if you copy lines that reference an item number in Microsoft Dynamics AX, then the prices, discounts, and charges are recalculated based on the latest master data and trade and purchase agreements. If you copy lines that do not reference an item number in Microsoft Dynamics AX, then the prices, discounts, and charges are copied directly from the purchase requisition lines. Purchase requisition lines that reference items from an external vendor catalog cannot be copied and are ignored by the copy process. If the requisition purpose is replenishment, the site and warehouse are not copied to the new requisition.

NoteNote

You can copy only from purchase requisitions for which you are the preparer. In Microsoft Dynamics AX 2012 R2, the requisition that you copy to must have the same requisition purpose as the requisition that you copy from. For more information about requisition purposes, see About purchase requisitions.

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

Tab

Description

Purchase requisitions

View the purchase requisitions and purchase requisition lines that are available to copy.

Show selected transactions

View the lines that you have selected to copy.

Button

Description

Inventory

Open the Dimensions display form, where you can set up the dimension display for purchase orders.

Fields

Description

Delete existing purchase requisition lines

Select this check box to delete any purchase requisition lines that are already added to your purchase requisition and replace them with the new purchase requisition lines that you select.

Select all

Select this check box to select all purchase requisition lines on the selected purchase requisition and add them to the new purchase requisition.

Purchase requisition

The purchase requisition identifier.

Status

The status of the existing purchase requisition.

Mark

Select this check box to select the purchase requisition lines to add to the new purchase requisition.

Category

The procurement category for the purchase requisition line when the requisition purpose is consumption.

Discount

The discount that is assigned to the purchase requisition line when the requisition purpose is consumption.

NoteNote

If the requisition purpose is consumption and if you copy lines that reference an item number in Microsoft Dynamics AX, then the discount is recalculated, based on the latest master data and trade and purchase agreements. If you copy lines that do not reference an item number in Microsoft Dynamics AX, then the discount is copied directly from the purchase requisition lines.


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

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