Purchasing Policies – Purchase order creation and demand consolidation rule in Microsoft Dynamics 365 Finance and Operations: Part-3

This is the next blog in the series of “Purchasing policy”, if you have not checked that out, please check here:

Part-1 and Part-2

Now in this next blog I am going to talk about the next purchasing policy which “Purchase order creation and demand consolidation rule” from Purchase requisition once it is approved.

In this blog, I will try to explain the available policies under this umbrella and then in next blogs I will give some examples of the same.

So, lets understand different available policies:

Navigation: Procurement and Sourcing > Setup > Policy > Purchasing policy > Open

Rule-1: Purchase order split

This rule will help in creating purchase orders based on requestor, line type and procurement categories for approved PR.

Rule-2: Price/ Discount transfer

Rule-3: Item description transfer

Rule-4: Price tolerance

Rule-5: Purchas order creation

That’s it for this blog, in next blog I will try to explain each one of these rules with some examples.

Thank You !!! Keep reading and sharing !!!

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