Process of Purchase order in Technical terms in D365Fo

 Purchase Order Technical Flow in D365FO (Step-by-Step)

(From creation → approval workflow → posting → product receipt → invoice → accounting)

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1. Purchase Order Creation

Tables involved

• PurchTable → PO header

• PurchLine → PO lines

• VendTable → Vendor master

• InventDim / InventDimCombination → Item dimensions

• EcoResProduct / InventTable → Item master

Classes / Framework

• PurchTableType / PurchLineType

  • Framework that controls creation, validation, defaulting.

Key methods

• PurchTable.initValue()

• PurchLine.initFromPurchTable()

• PurchTable.validateWrite()

• PurchLine.validateWrite()

Events (Extension points)

• PurchTableType.createPurchTable()

• PurchLineType.createPurchLine()

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2. Purchase Order Confirmation

Document Status update

• PurchTable.DocumentState → Confirmation

• PurchParmBuffer tables used for versioning.

Posting Class

• PurchFormLetter_Confirm

  • Called internally via PurchFormLetter::construct(DocumentStatus::Confirm)

• Methods:

  • run()

  • update()

  • initParmPurch()

Tables Updated

• PurchTable

• PurchLine

• PurchTotals

• PurchParmTable / PurchParmLine (temporary/posting parameters)

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3. Purchase Order Workflow (If enabled)

Tables

• WorkflowTrackingStatusTable

• WorkflowWorkItemTable

• WorkflowStepInstanceTable

Classes

• Workflow classes for PO:

  • PurchReqWorkflow

  • PurchOrderWorkflow

• Approval/reject logic:

  • WorkflowWorkItemActionManager

  • Event handlers on canSubmitToWorkflow, submitToWorkflow(), approve()

Technical Flow

1. PO saved

2. canSubmitToWorkflow() event triggered

3. PO submitted → Workflow instance created

4. Workflow step assigned to approver

5. Approver’s action updates status & triggers events

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4. Product Receipt (GRN Posting)

Posting Class

• PurchFormLetter_Receive

  • Created via: PurchFormLetter::construct(DocumentStatus::PackingSlip)

• Technical flow of receiving lines:

  • Inventory transactions updated: InventTrans (Status = Received)

  • Ledger not posted (non-financial update)

Tables updated

• InventTrans → Receipt status update

• InventTransOrigin

• InventSettlement (if needed)

• VendPackingSlipJour (header)

• VendPackingSlipTrans (lines)

Important methods

• purchFormLetter.transWrite()

• purchFormLetter.sumBy()

• inventMov_Movement.receiptMovement()

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5. Vendor Invoice Posting

Posting Class

• PurchFormLetter_Invoice

  • Called as: PurchFormLetter::construct(DocumentStatus::Invoice)

• Links product receipt & invoice using Match Framework.

Match Framework

Used to match:

1. PO → Product Receipt (3-way match)

2. PO → Invoice (2-way match)

3. Price match

Classes:

• PriceDisc

• PurchPriceToleranceManager

• VendInvoiceInfoLinePost

• VendInvoiceInfoTable / VendInvoiceInfoLine

Tables updated

• VendInvoiceJour (header of invoice)

• VendInvoiceTrans (lines)

• InventTrans (status = Purchased / financially updated)

• Vendor ledger tables

  • VendTrans

  • VendSettlement

• LedgerTrans / SubledgerJournalAccountEntry → Financial posting

Posting methods

• purchFormLetter.run()

• VendInvoicePost.updateInvent()

• LedgerVoucher.commit()

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6. Accounting Entries (Automatically generated)

Depending on item model group:

• Inventory posting

  • Inventory account (DR)

  • GR/IR (accrual) account (CR)

• Invoice posting

  • GR/IR reverse

  • Vendor pending invoice

  • Sales tax posting

Tables

• SubledgerJournalAccountEntry

• GeneralJournalEntry

• GeneralJournalAccountEntry

• GeneralLedger

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7. Inventory Impact

During product receipt:

• InventTransStatus::Received

During invoice:

• InventTransStatus::Purchased

Inventory valuation handled by:

• InventCostTrans

• InventSettlement (for weighted avg/ FIFO settlements)

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8. Technical Events & Extension Points

Table Events

• PurchTable.onModified()

• PurchLine.onValidatedField()

Class Extensions

• class PurchFormLetter_Confirm_Extension

• class PurchFormLetter_Receive_Extension

• class PurchFormLetter_Invoice_Extension

Workflow Events

• onCanSubmitToWorkflow()

• onSubmittingToWorkflow()

• onApproved()

• onRejected()