Always copy item description to purchase order purchasing policy parameter in Microsoft Dynamics 365 for Supply Chain Management

In this blog post I would like to provide the comparison table of the behavior with/without Always copy item description to purchase order purchasing policy parameter being enabled for the non-item line. 

Comparison table for the 2 settings that affects Product name and Text fields on the Purchase order page for the category line:

• Include both name & description (path: Procurement & Sourcing > Setup> Form Setup > General)
• Always copy item description to purchase order (path: Purchasing policies > Purchase order creation and consolidation rule > Item description transfer tab)

The configuration for the last can be found here:

When you create Purchase order line manually or through the purchase requisition process, there are 2 fields available on the purchase order line, Product name and Text fields. The logic for these fields depends on the Include both name & description parameter and Always copy item description to purchase order. 

In this scenario we are going to review non-item related line and the logic for the Product name and Text fields.

To sum up: For category items, when purchase order is being created from the purchase requisition, Product name and Text get defaulted from the Purchase requisition item description if "Always copy item description to purchase order" parameter is activated. Otherwise, it will take into consideration Include both name & description and behavior for the Product name and Text may vary. 

That's it!