Purchase Agreements, released orders

Finance and Operations/AX User Forum
1

I’m new to DAX and am part of the migration team.

I’m trying to figure out if Purchase agreements would work from us, but my first observation is

the Purchase agreement can’t be used to invoice against, the supplier would use that Purchase agreement reference as our PO number, which would the change every time we release a new PO, is they a way of making the Purchase Agreement reflect a PO number, which when a released order is created, it becomes PO Number-1

Ie purchase agreement no PO-30001

Released PO no PO-30001-1

this would ensure that we can clearly see that the PO and purchase agreement are linked, the supplier can invoice correctly and all issues are overcome?

Am i being too hopeful??

Kerry

2

Hi Kerry

You cannot link the agreement and the order in this manner, each release order gets a unique reference that is tied back to the contract (agreement). The idea is that you send the supplier your purchase order with the agreement to validate the call off prices/quantities and at the same time you give them the call off number to raise an invoice again. This allows full agreement tracking and unique invoice matching and payment processing by separate transactions.