View and maintain orders and statuses [AX 2012]

Updated: March 24, 2011

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

Use the My orders page to view and track the status of the orders that you have placed for items and services. You can view the status of the order as it is processed from a purchase request to order fulfillment and view the date on which the status was assigned to the order. After your order has been processed, you can confirm that you received the order.

The following table lists the statuses that are assigned to the order during the review process.

Order status

Purchase requisition or purchase order

Document status

Description

Request created

Purchase requisition

Draft or In review

A purchase requisition has been created for selected items in your shopping cart. The purchase requisition may or may not have been submitted for review. If the purchase requisition has a status of Draft, you can modify the purchase requisition.

Request approved

Purchase requisition

Approved or Closed

The review process is complete for the purchase requisition and the purchase requisition has been approved or closed. A status of Closed indicates that a purchase order has been generated for the purchase requisition.

Order created

Purchase order

Draft or In review

A purchase order has been generated for the purchase requisition. The purchase order may or may not have been submitted for review.

Order approved

Purchase order

Approved

The review process is complete for the purchase order and the purchase order is approved.

Sent to vendor

Purchase order

Confirm

The purchase order has been sent to the vendor for fulfillment. If the order requires you to confirm that you received the product, a link is displayed that you can click to confirm the quantity of the products that you received.

Received

Purchase order

Received

You have received the products that you requested.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Order Products on the top link bar, and then click My orders on the Quick Launch.

  2. On the My orders page, review the list of your orders and the current status of the orders.

  3. To view the details about an order, in the Name column, click the order that you want to view.

    • For orders that have a status of Request created or Request approved, the View purchase requisition page opens. View the processing status for each purchase requisition line to identify which purchase requisition lines have been completely processed and which purchase requisition lines are still under review. The purchase requisition status is updated after all purchase requisition lines have completed the review process.

    • For orders that have a status of Order created, Order approved, Sent to vendor, or Received, the View purchase order page opens.

  4. If the order has a status of Sent to vendor, and you are required to confirm that you received the product, click the Confirm receipt link, and in the Receive items dialog box, enter the quantity of the items that you received.

  5. To reject the items or change the delivery date for the items, on the My orders page, click My orders > Product receipt confirmations on the Quick Launch.


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

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