Featured Post

Dynamics GP 2019 is now Released

It is now released, Microsoft Dynamics GP 2019 which moves the system to the modern product life cycle   " Beginning with the October...

Wednesday, September 16, 2015

Rule of Thumb | Megring Line items when Migrating a Requisition into a Purchase Order


There is one important missing piece related to the requisition management in Dynamics GP that is left unexplained or not quite common for users working with the new requisition cycle. It is specifically related to migrating the existing fully approved requisition into a purchase order. 

Requisition with two line items (almost identical)
The scenario that is proposed implies that the line items have the following identical parameters or characteristics which are:
  • The two line items have the same item number
  • The two line items have the same vendor
  • The two line items have the same unit cost
In case the conditions above are true, the system will automatically merge these two line items under one line item and purchase order when purchasing the requisition or migrating this requisition into a purchase order. Let's see how line items will be grouped by and redesigned on the purchase order preview window:


Purchase Order Preview Window

As shown above, the original requisition has the following line item:
  1. Item Number (Paper) , Item Description (Paper A4), Unit Cost (1) and Vendor is (Acetrave0001) , quantity is 10
  2. Item Number (Paper) , Item Description (Paper A3), Unit Cost (1) and Vendor is (Acetrave0001), quantity is 20
On the other hand, the generated purchase order is redesigned to include one line item which is:
  1.  Item Number (Paper) , Item Description (Paper A3), Unit Cost (1) and Vendor is (Acetrave0001), quantity is 30 (which is the sum of both line items above)

Although, the important note to keep into your consideration that this is the default behavior but still it is not obligatory as you can still manipulate the line items which will be created in the desired purchase order. This can simply done through the "Organize" button on the left navigation pane, through which you can separate the line item in another purchase order and; as a result, keep the separate two line items in separate purchase orders. 

Organize Purchase Order Preview


Follow the steps below:
  • First of all, click on the button prior to the organize, which is add vendor. To add a new Purchase Order, for which you should first fill in the vendor ID field.
  • Then, click on the Organize Button highlighted above, and a warning message will pop up stating the following "please select a source node followed by a destination node"
  • Click on the required node from the two above, and then click on the new node created which is the destination. 
  • This will create two purchase orders including separately your original two line items, without having them merged under one purchase order and one line item. 
Line items are separated into two purchase orders


Best Regards,
Mahmoud M. AlSaadi

1 comment:

  1. BE SMART AND BECOME RICH IN LESS THAN 3DAYS....It all depends on how fast 
    you can be to get the new PROGRAMMED blank ATM card that is capable of
    hacking into any ATM machine,anywhere in the world. I got to know about 
    this BLANK ATM CARD when I was searching for job online about a month 
    ago..It has really changed my life for good and now I can say I'm rich and 
    I can never be poor again. The least money I get in a day with it is about 
    $50,000.(fifty thousand USD) Every now and then I keeping pumping money 
    into my account. Though is illegal,there is no risk of being caught 
    ,because it has been programmed in such a way that it is not traceable,it 
    also has a technique that makes it impossible for the CCTVs to detect 
    you..For details on how to get yours today, email the hackers on : (
    atmmachinehackers1@gmail.com ). Tell your 
    loved once too, and start to live large. That's the simple testimony of how 
    my life changed for good...Love you all ...the email address again is ;
    atmmachinehackers1@gmail.com

    ReplyDelete