Confirm a Purchase Order

For use with Microsoft Dynamics 365 Finance. 

The purpose of this article is to instruct the user on how to manually confirm a purchase order in the system. 

When you review purchase orders, there are several ways a confirmation may be completed. Be sure to understand your specific implementations rules/processes. A PO may be confirmed automatically by a process that confirms PO's with an Approved status. Another option is to manually confirm a PO with either the CONFIRM or generate CONFIRMATION button on the PO. 

The buttons - "Generate confirmation > Confirmation" and "Actions > Confirm" perform the same operation i.e. confirming the purchase order. The only difference is that a dialog opens up when you click on the "Confirmation" button where you can make selections and can choose whether you want to print the PO at the end of the confirmation. The "Confirm" button on the other hand does not open a dialog and confirms the PO with the default values.

To generate a confirmation where you do not need to print the purchase order:

1. In the application search bar, enter All purchase orders and enter on the keyboard to open the PO list page.
   
   
2. Find the Purchase Order you need to confirm. 
   
   
3. Click PURCHASE from the top menu and click CONFIRM in the Action section.
   
   
4. The PO status will change to Confirmed. 

To generate a confirmation where you do need to print the purchase order:

1. In the application search bar, enter All purchase orders and enter on the keyboard to open the PO list page.
   
   
2. Find the Purchase Order you need to confirm. 
   
   
3. Click PURCHASE from the top menu and click CONFIRMATION in the Generate section.
   
   
   
   
4. The PO confirmation screen will open to have you confirm the settings for the PO. You may want to verify the document date, terms, etc. Make sure you select to Print Purchase Order (as noted below). 
   
   
   
   
5. Click OK to generate the confirmation and the print will print/show to screen/download, etc. (The output depends on your configuration or selection during the confirmation process.)
   
   
6. The PO is now in a Confirmed status. 

Oak Hall Group provides implementation and support services to Microsoft Dynamics 365 users, companies, partners, and Microsoft. Our team has over 50 combined years of experience with the product and implementations. Contact us for Implementation and Support Services. 

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