How to create user specific Purchase Requisition in Multi Entity Environment
Introduction
In multinational companies having different hierarchy for purchase, i.e., in some companies, purchase is made at regional level, but in some companies, purchase is made at headquarter level by consolidating all regional requirements to have higher buying power and economies of scale and to maintain the same quality of goods over all regions. In a multientity environment having separate sets of employees for each legal entity and only headquarter employees having purchasing authority for all regional entities, the decision of inventory is taken by regional entity employees. In this case, each region submits a requirement to headquarters.
In this case, to post and report on what and how much purchase was made for the respective regional entity, we need to create a purchase requisition for the respective buying legal entity. i.e., USMF is the headquarters entity, and PM is the regional entity.
Problem statement
While creating Purchase requisition from headquarter employee’s login, it is created with buying legal entity as headquarter entity. i.e. Julia is an employee of the headquarters USMF entity who will be going to issue the purchase requisition, and Mahesh is an employee of the regular entity PM. When we login to the PM entity from Julia’s login and create a purchase requisition, then the entity will automatically change to USMF. i.e., when a purchase requisition is made for a PM entity through Julia’s login with details given by Mahesh, it should remain for the PM entity, but the entity changes to USMF. & hence purchase requisition is registered at USMF.
Follow the below steps in order to create a purchase requisition with a buying legal entity as per information given by respective regional entity employees and to maintain all details on the respective entity. i.e., details given by Mahesh for purchase requisition will be maintained on PM entity.
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- Needs to add Mahesh name as requester for PM entity in Julia’s account.
Go to Procurement & Sourcing > Setup > Policies > Purchase Requisition Permissions >
2. Then the below screen will appear. By preparer, choose Julia. Requester: Add all required employees of the PM entity, i.e., Mahesh, Jodi, Charlie, Ramesh, etc.
3. Go to Procurement & Sourcing -> Purchase Requisitions -> All purchase requirements and create new Purchase requisition from PM entity & click on requester, then all above added names will be available for selection.
4. And now if we add requester as Mahesh or any other name from the list, then a purchase requisition will be created for the PM entity, and the window will not switch back to USMF.
Now all items added to this purchase requisition will be ordered and maintained for the PM entity.
Conclusion
For businesses with multiple legal entities, appropriately configuring purchase requisition permissions in Dynamics 365 guarantees that purchases are correctly attributed to the appropriate legal entities. This method improves reporting accuracy at the regional levels while also streamlining the procurement process.
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