Transaction page · Accounts payable

All purchase orders

The Purchase orders list page, which gives an overview of available purchase orders; a purchase order is a document that represents an agreement with a vendor to buy goods or services.

Used by: Accounts payable clerk, Accounts payable manager, Purchasing agent and 15 more roles
Business process: —
Menu item: PurchTableListPage
Main table: PurchTable
Data entity: PurchPurchaseOrderHeaderV2Entity
Setup steps: —

Show what matters for

Everyone

1What it is and why

What it is	The Purchase orders list page, which gives an overview of available purchase orders; a purchase order is a document that represents an agreement with a vendor to buy goods or services.
What you do here	Used to view and modify purchase orders, switching between a Header view (vendor details and other once-per-order data) and a Lines view (order lines).
Example	—

All purchase orders page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	—
Menu path	Accounts payable › Purchase orders › All purchase orders
Set up first	All vendors Microsoft Learn ↗Purchase agreements Microsoft Learn ↗
Used next by	Purchase orders received but not invoiced Microsoft Learn ↗Open vendor invoices Microsoft Learn ↗Pending vendor invoices Microsoft Learn ↗
Related pages	Open prepayments Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

Go to Accounts payable > Purchase orders > All purchase orders.
Select New.
In the Vendor account field, select the vendor, then select OK.
In the Item number field, select the item to buy.
Enter the quantity and check the unit price on the line.
Expand the Line details FastTab and, on the Setup tab, change the Matching policy if needed.
On the Action Pane, select Purchase, then select Confirm.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Purchase order status	Shows how far the quantities on the order have got: open, received, invoiced or canceled.Microsoft Learn ↗	—	—
Document status	Shows the most recent document processed for the order, such as the confirmation, product receipt or invoice.Microsoft Learn ↗	—	`DocumentStatus`
Approval status	Shows where the order is in review or workflow, from Draft to Confirmed.Microsoft Learn ↗	—	—
Receipt date	When the goods or services need to be delivered; lines can have their own dates.Microsoft Learn ↗	—	—
Orderer	The person placing the order.Microsoft Learn ↗	—	—
Matching policy	Overrides the invoice matching used for the line: no matching, two-way or three-way.Microsoft Learn ↗	—	—
Unit price	The price per unit, usually taken from a purchase agreement or trade agreement.Microsoft Learn ↗	—	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per company	Per company: each legal entity has its own records. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	A purchase agreement can only be chosen while the order is being created, not added afterwards. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`PurchTableListPage` Checked in Dynamics 365
Form	`PurchTable` Checked in Dynamics 365
Table	`PurchTable`Shown as “Purchase orders” in Record infoKey field: PurchIdChecked in Dynamics 365
Data entities	`PurchPurchaseOrderHeaderV2Entity`Purchase order headers V2 Microsoft data model ↗
Who can open it	PrivilegesMaintain purchase order details `PurchTableDetailsMaintain`View purchase order details `PurchTableDetailsView`Manage vendor orders tab `VendProfileVendorOrdersMaintain`DutiesCash flow position details drill down `CashflowPositionDetailsDrillDown`InvoiceCaptureMaintain `InvoiceCaptureMaintain`Maintain service receipts kanban execution `KanbanExecutionServiceReceiptsMaintain`Maintain kanban purchase orders schedule `KanbanSchedulePurchaseOrdersMaintain`Approve purchase order `PurchOrderApprove`Maintain purchase orders `PurchOrderMaintain`Inquire into purchase order to invoice progress `PurchOrderToInvoiceProgressInquire`Approve rental purchase order `RentalPurchOrderApprove`Maintain rental purchase orders `RentalPurchOrderMaintain` 18 security roles Invoice capture operator `InvoiceCaptureOperator`Landed cost agent `ITMAgent`Accountant `LedgerAccountant`Treasurer `PaymTreasurer`Production supervisor `ProdProductionSupervisor`Project assistant `ProjProjectClerk`Project manager `ProjProjectManager`Rental coordinator agent `RentalCoordinatorAgent`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Retail service `RetailService`Retail store manager `RetailStoreManager`Buying agent `TradeBuyingAgent`Purchasing manager `TradePurchasingManager`Accounts payable clerk `VendInvoiceAccountsPayableClerk`Accounts payable manager `VendInvoiceAccountsPayableManager`Purchasing agent `VendPurchasingAgent`Purchasing Agent - Public Sector `VendPurchasingAgent_PSN` Checked in Dynamics 365
Actions on the page	Purchase order: New, Maintain, Copy, View, Clean up, Engineering change requestPurchase: Create, Charges, Tax, Calculate, Prepay, Generate, Actions, Accounting, Journals, Vendor collaborationManage: View, Budget, Intercompany tracing, HistoryReceive: Generate, JournalsInvoice: Generate, Bill, Settle, Introduce, JournalsRetail: Functions, Print labelsWarehouse: ActionsTransportation: Post, Rate/RouteGeneral: Set up, Vendor, Maintain, Related information, CAPAOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=PurchTableListPage`
Integrate with	`PurchPurchaseOrderHeaderV2Entity` data entity Microsoft data model ↗
Table definition	`PurchTable` columns and relations Microsoft data model ↗