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Purchase order summary in D365
Introduction
The Purchase order summary feature in D365 provides Summary by Copilot Fast Tab in All purchase orders page that shows an overview of the selected purchase order’s status.
It shows the number of partially or fully confirmed, received, and invoiced lines under status and shows insights, such as a summary of order lines that are overdue or nearly overdue and lines without confirmed receipt dates in Summary by Copilot Fast Tab
The Status and Insights section provides links which allow users to filter the order lines according to their status and insights. Use the filters to quickly find relevant order lines so that the user can take appropriate action.
Purchase order summary feature is default in D365
Prerequisites
- This feature will be available in Version 10.0.40 or later
- The F&O environment requires integration with the power platform. Usually, all the components that are required to use Copilot summaries are automatically deployed when Power Platform Integration is enabled.
Summary by Copilot in different stages of purchase order.
- Go to Procurement and sourcing > Purchase orders > All purchase orders.
- Click New and create a purchase order.
Summary by Copilot at Purchase order confirmation level
Here, a purchase order is created with multiple lines.
User can find the status and insights from summary by copilot fast tab for the PO as shown below
User can find the respective links under the status and insights; user can click on the links and can land on the link – related information
- Overdue or nearly overdue lines – Purchase order lines that are waiting for product receipt and have an expected receipt date (requested or confirmed) that’s after the current date.
- Lines without confirmed receipt dates – Purchase order lines that are not fully received, and don’t have a confirmed receipt date.
Here, User can click on Filter to Overdue or nearly overdue lines link to find respective PO lines.
Here, the user can find the Overdue or nearly overdue lines.
Here, User can click on Filter to lines without confirmed receipt dates link to find respective PO lines.
Here, the user can find the lines without confirmed receipt dates.
Summary by Copilot at Purchase order received level
Here, in the PO, one PO line is completely received, and the other lines are not received. Users can find the summary of status and insights with respective links as shown below in Summary by copilot tab.
Here, users can click on Find to not fully received lines link to view the respective lines.
Here, users can find only not fully received lines under the PO lines fast tab.
Here, users can click on Filter to fully received not fully invoiced lines link to find respective line.
Here, users can find only fully received not fully invoiced lines under the PO lines fast tab.
Once the PO is fully received, the user can find the status for no. of PO lines fully received but not fully invoiced.
Summary by Copilot at Purchase order invoice level
If the PO is partially invoiced user can find Filter to fully received not fully invoiced lines link to find not fully invoiced lines.
Once user click on Filter to fully received not fully invoiced lines link user can find not fully invoiced lines under PO lines fast tab as shown below.
Once PO is fully invoiced user can find the order is invoiced status under summary fast tab.
NOTE:
- The summary by copilot is available also for existing purchase orders at any level.
- Insight information will be available until the purchase order is completely received.
Conclusion
Managing purchase orders efficiently is crucial for maintaining a smooth procurement process. Dynamics 365 provides a centralized Purchase Order Summary feature that enhances visibility, improves tracking, and streamlines procurement operations. By leveraging real-time data, automated workflows, and reporting capabilities, businesses can optimize supply chain management and ensure timely order fulfillment. Implementing these tools in D365 helps reduce errors, enhance vendor relationships, and improve overall financial control.
Looking to enhance your procurement process with Dynamics 365? Start leveraging the Purchase Order Summary today for greater efficiency and accuracy.
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