Solved: Workflow editor is not opening in Microsoft Dynamics 365 Supply Chain Management

Recently I have tried to make an adjustment for the Purchase order workflow in Microsoft Dynamics 365 for Supply Chain Management. When I pressed Edit button, nothing has happened, workflow editor has not showed up. 

To solve this issue, I had to run the following command:

rundll32 dfshim CleanOnlineAppCache

The Contoso personas in Microsoft Dynamics 365 Supply Chain Management

When you are providing a demo for the potential customers in D365 SCM, typically you use Contoso demo data with the existing the Contoso personas. 

In some occasions, you need to create a slide talking about the personas that will be used for the demo, including pictures and their roles. 

In this blogpost, I would like to share the list of the links that I used for the recent demo and I found them useful:

This is the site where you can find the names, pictures and the job descriptions for the Contoso personas:

Microsoft Dynamics Customer Model (d365-design.azurewebsites.net)

Here you can find the list of the Contoso personas available out of the box and the security roles assigned:

How do I login to the new AX as a demo user persona? - Microsoft Dynamics 365 Blog

That's it!

Consolidate multiple purchase requisitions into single purchase order by accounting date in Microsoft Dynamics 365 SCM

Business scenario: Typically when you have multiple approved purchase requisition lines (from different purchase requisitions) that are procured from the same vendor, it is highly unlikely that the requisition lines from the different requisitions have the same accounting date (which can be defaulted from the requested date via Purchasing policies: Use requested date as accounting date parameter in the Purchase requisition control rule policy is set to "Yes"). In this scenario, when you purchase order is created for such requisitions, multiple purchase orders are created based on the accounting date. This lead to the procurement department to do the following:

1. Either manage several purchase orders for the same vendor instead of having all the consolidation opportunity lines appear on one purchase order; or
2. Manually delete the "extra" purchase orders and add the lines to one of the POs that was generated.  This will result in the reference being lost between the requisition and the purchase order.

However, there is a configurations that was introduced to solve this issue and consolidate multiple requisitions into single purchase orders in case if accounting dates are different. 

To control the consolidation behavior you need to activate the new feature:

• Feature: "Consolidate multiple purchase requisitions into a single purchase order by accounting date"

• Feature description: This feature allows for the consolidation of multiple purchase requisitions into a single purchase order if the different purchase requisitions have different accounting dates. Purchase order creation and demand consolidation purchasing policy rule can be setup to drive the decision for grouping requisition lines by accounting date on purchase order level automatically. Warning!: Consolidation purchase order by accounting date is not supported if budget control is enabled because the accounting date is used, for budget reservations and encumbrance. Therefore, it should be kept during the transition from purchase requisition to purchase order.

Once the feature is activated, new parameter "Consolidate by accounting date" will be available in the Purchasing policies > Purchase order creation and demand consolidation rule.

Note: If your organization has budgeting control activated, this parameter will not have any affect. The system will be creating multiple purchase orders in this case. 

Let's walk trough the scenario, when approved purchase requisitions are released manually through "Release approved purchase requisitions" page. For this scenario, manual purchase order creation is enabled (Purchasing policy > Purchase order creation and demand consolidation rule > Manual purchase order creation tab > Manually create purchase orders).

Create and approve requisition lines with different requested dates.

When "Consolidate by accounting date" is OFF, releasing multiple PR with different accounting date, will create multiple POs. 

Create and approve requisition lines with different requested dates.

When "Consolidate by accounting date" is ON and Budget control is OFF, releasing multiple PR with different accounting date, we create single PO. 

If your organization tends to use the consolidation opportunity to group purchase requisition lines for similar products to streamline the procurement process with a vendor, "Consolidate by accounting date" will be also taken into account in that process.

To walk through this scenario, we will do the following:

• Set the Use requested date as accounting date parameter in the Purchase requisition control rule policy to "Yes".
• Set the Always allow demand consolidation parameter to "Yes" (Purchasing policy > Purchase order creation and demand consolidation rule > Demand consolidation tab > Always allow demand consolidation).
• Create and approve requisition lines with different requested dates (accounting dates will match the requested dates based on the parameter in step 1).

• Create a consolidation opportunity and add the lines created in step 2 to the opportunity.

• Set Consolidation quotation number for all lines.
• Close the consolidation opportunity.
• Multi-select the consolidation opportunity lines and click the Create purchase order button.

When "Consolidate by accounting date" is OFF, multiple POs will be created.

When "Consolidate by accounting date" is ON and Budget control is OFF, single PO will be created.

"Consolidate by accounting date" parameter is also taken into account when purchase order creation is done automatically once purchase requisition is approved (Purchasing policy > Purchase order creation and demand consolidation rule > Manual purchase order creation tab > Automatically create purchase orders. 

That's it!