Raising a purchase order means writing down what you are buying, from whom and at what price and getting sign-off before you order. What is purchase order?
Before you start
- Procurement and sourcing parameters
The Dynamics 365 Finance way
Where to find it: Procurement and sourcing parameters > Activate change management
- Turn on Activate change management.
- Design the purchase order approval workflow.
- New orders start as Draft and go to In review.
- Approved orders can be confirmed and changed only through Request change.
Limits in Dynamics 365 Finance
- Change management can be for all vendors or set vendor by vendor.
Good to know in Dynamics 365 Finance
- Purchase requisition workflows are separate.
The Pulsify way
- Raise and approve the purchase order in Dynamics 365 Finance as usual.
- When the invoice arrives, Pulsify links it to the purchase order and matches the lines.
- Differences in quantity or price are flagged for review before approval.
Pulsify connects to Dynamics 365 Finance. We set up the connection for you.
What Pulsify does not do here
- Raising and creating POs in Pulsify works with Xero only today. For Dynamics 365 Finance, Pulsify matches bills to the POs you raise there.
Common mistakes
- Turning on change management without building the purchase order approval workflow.
- Editing an approved order directly. It can be changed only through Request change.
More help
- How to raise a purchase order and get it approved in Kinetic
- How to raise a purchase order and get it approved in IFS Cloud
- How to raise a purchase order and get it approved in CloudSuite Industrial
- How to match a vendor invoice to a purchase order in Dynamics 365 Finance
- How to handle a partial delivery against a purchase order in Dynamics 365 Finance
- How to set up vendor invoice approval in Dynamics 365 Finance
- All Dynamics 365 Finance how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
Common questions
How do I get purchase order approval in Dynamics 365 Finance?
In Procurement and sourcing parameters turn on Activate change management, then design the purchase order approval workflow. New orders start as Draft and go to In review.
How do I change an approved order?
Approved orders can be confirmed and changed only through Request change.
Does it apply to every vendor?
Change management can be for all vendors or set vendor by vendor. Purchase requisition workflows are separate.
Does Pulsify email the PO to the supplier?
No. Send the approved PO yourself.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Dynamics 365 Finance.