{"id":280,"date":"2025-05-01T04:31:10","date_gmt":"2025-04-30T20:31:10","guid":{"rendered":"https:\/\/pearsongang.com\/?p=280"},"modified":"2025-05-01T04:31:12","modified_gmt":"2025-04-30T20:31:12","slug":"mb240-field-service-study-notes-purchase-settings","status":"publish","type":"post","link":"https:\/\/pearsongang.com\/?p=280","title":{"rendered":"MB240 Field Service Study Notes \u2013 PURCHASE SETTINGS"},"content":{"rendered":"\n

I\u2019m preparing for my Dynamics 365 Field Service (MB240) certification, and as part of my journey, I\u2019m creating blog posts that reflect my study notes and revision. I hope that these posts will serve as a helpful resource for anyone else working toward the same goal.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Where \u2018Purchase Order Approval Required\u2019 is a boolean.

This must be set to ‘Yes’ when a ‘Purchase Order’ requires approval in order for the status to be
changed to ‘Submitted’.
When enabled, the system enforces an approval process. That is, after a technician (for example) creates a purchase order (PO) for the required parts. The PO must be reviewed and approved by the manager before it can be submitted to the vendor.
When disabled, the technician (say) may submit the PO to the vendor without requiring approval.
<\/p>\n\n\n\n

and ‘Use of Products Out of Stock’ has the following options:

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

This specifies the functionality when an ‘Out of Stock’ product is required. There are three options:<\/p>\n\n\n\n

    \n
  1. Blank (No Tracking)<\/strong> \u2013 If this setting is left blank, the system does not track inventory levels, meaning users can add products to work orders regardless of stock availability.<\/li>\n\n\n\n
  2. Confirm<\/strong> \u2013 When set to “Confirm,” the system prompts users when a product is out of stock but allows them to proceed with using it.<\/li>\n\n\n\n
  3. Restrict<\/strong> \u2013 If set to “Restrict,” the system prevents users from adding or using a product that is out of stock in the warehouse.<\/li>\n<\/ol>\n\n\n\n

    This setting is used by organisations that need to enforce inventory controls while managing ‘Work Orders’.<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Approval Process<\/strong><\/p>\n\n\n\n

    The Purchase Order (PO) approval process<\/strong> in Dynamics 365 Field Service ensures that purchase orders go through a structured review before being submitted to vendors. This process helps maintain financial control and prevents unauthorized purchases.<\/p>\n\n\n\n

    Approval Process Overview<\/strong><\/p>\n\n\n\n

      \n
    1. Creation<\/strong> \u2013 A user creates a purchase order (PO) and specifies the required products or services.<\/li>\n\n\n\n
    2. Draft Status<\/strong> \u2013 The PO starts in Draft<\/strong> mode, meaning it hasn’t been submitted for approval yet.<\/li>\n\n\n\n
    3. Submission for Approval<\/strong> \u2013 The PO is sent through an approval workflow, where designated approvers review the details.<\/li>\n\n\n\n
    4. Approval or Rejection<\/strong> \u2013 Approvers can either:\n
        \n
      • Approve<\/strong> the PO, allowing it to proceed.<\/li>\n\n\n\n
      • Reject<\/strong> the PO and require modifications before resubmission.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Confirmation<\/strong> \u2013 Once approved, the PO is moved to\u00a0Confirmed<\/strong>\u00a0status, indicating<\/span> it is ready for processing and submission to the vendor.<\/li>\n<\/ol>\n\n\n\n

        Implementation in Dynamics 365<\/strong><\/p>\n\n\n\n

          \n
        • Workflow Configuration<\/strong> \u2013 Organizations can set up approval workflows using Power Automate<\/strong> or Dynamics 365 Supply Chain Management<\/strong>.<\/li>\n\n\n\n
        • Change Management<\/strong> \u2013 If enabled, purchase orders (POs) must undergo an approval workflow before reaching the\u00a0‘Approved’<\/strong><\/span> status.<\/li>\n\n\n\n
        • Automatic Approval Rules<\/strong> \u2013 Businesses can define rules for automatic approval based on specific conditions, such as order value or vendor reliability.<\/li>\n\n\n\n
        • Escalation Mechanisms<\/strong> \u2013 If an approval request remains pending for an extended period, the system can escalate it to higher authorities.<\/li>\n<\/ul>\n\n\n\n

          *** Additional Info (not for exam)<\/p>\n\n\n\n

          Purchase Order Approval Required: msdyn_purchaseorderapprovalrequired. It is a Yes \/No field.
          <\/p>\n\n\n\n

          Name<\/th>Value<\/th><\/tr><\/thead>
          No<\/td>0<\/td><\/tr>
          Yes<\/td>1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n



          Use of Products Out of Stock: msdyn_useofproductsoutofstock. It is a choice field.<\/p>\n\n\n\n

          Name<\/th>Value<\/th><\/tr><\/thead>
          Confirm<\/td>690970000<\/td><\/tr>
          Restrict<\/td>690970001<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          They are found on the Field Service Setting Table: msdyn_fieldservicesettting<\/p>\n\n\n\n

          <\/p>\n","protected":false},"excerpt":{"rendered":"

          I\u2019m preparing for my Dynamics 365 Field Service (MB240) certification, and as part of my journey, I\u2019m creating blog posts that reflect my study notes and revision. I hope that these posts will serve as a helpful resource for anyone else working toward the same goal. Where \u2018Purchase Order Approval Required\u2019 is a boolean. This […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"WB4WB4WP_MODE":"","WB4WP_PAGE_SCRIPTS":"","WB4WP_PAGE_STYLES":"","WB4WP_PAGE_FONTS":"","WB4WP_PAGE_HEADER":"","WB4WP_PAGE_FOOTER":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5,91,1],"tags":[2,92],"class_list":["post-280","post","type-post","status-publish","format-standard","hentry","category-field-service","category-study-notes","category-uncategorized","tag-field-service","tag-study-notes"],"aioseo_notices":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/pearsongang.com\/index.php?rest_route=\/wp\/v2\/posts\/280","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pearsongang.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pearsongang.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pearsongang.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pearsongang.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=280"}],"version-history":[{"count":5,"href":"https:\/\/pearsongang.com\/index.php?rest_route=\/wp\/v2\/posts\/280\/revisions"}],"predecessor-version":[{"id":288,"href":"https:\/\/pearsongang.com\/index.php?rest_route=\/wp\/v2\/posts\/280\/revisions\/288"}],"wp:attachment":[{"href":"https:\/\/pearsongang.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=280"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pearsongang.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=280"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pearsongang.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=280"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}