SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
You plan to implement a purchase order (PO) change management solution.
You need to configure the system to ensure that users can review a history of the changes made to POs by using approval workflows.
To complete this task, sign in to the Dynamics 365 portal.
See explanation below.
1
Navigate to Procurement and sourcing > Setup > Procurement and sourcing parameters > General tab 2
Under Change Management For Purchase Orders, click the slider for Activate change management to set it to Yes.
3
Click the slider for Allow override of settings per supplier to set it to No.
As an AI language model, I don't have access to the Dynamics 365 portal. However, I can provide you with a general overview of the steps required to implement a purchase order change management solution in Dynamics 365.
Here are the steps you can follow to configure the system for PO change management:
Set up an approval workflow for PO changes: In Dynamics 365, you can create an approval workflow that triggers when a PO is modified. The workflow can be set up to route the changes to the appropriate approvers based on the type of change made.
Enable change tracking for POs: Dynamics 365 has a feature called change tracking that allows you to keep a history of all changes made to a record. To enable change tracking for POs, go to the PO entity and enable the change tracking option.
Configure the audit trail: The audit trail feature in Dynamics 365 allows you to track changes made to records, including who made the changes and when. To configure the audit trail for POs, go to the PO entity and enable the audit trail option.
Customize the PO form: You can customize the PO form to display the change history for each PO. To do this, add a sub-grid to the form that displays the change history records.
Train users on the new process: Once the system is configured, it's important to train users on how to use the new PO change management process. This includes how to create and modify POs, how to initiate the approval workflow, and how to review the change history.
By following these steps, you can configure Dynamics 365 to support a PO change management solution that allows users to review the history of changes made to POs through approval workflows.