Catalog approval page (form)

Article
10/09/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Common > Catalogs > Vendor catalogs. On the Vendor catalogs list page, double-click a vendor catalog. In the Update catalog form, select a catalog maintenance request (CMR) file in the list, and then click the Details button.

Use this form to view details about the vendor catalog products that are included in a catalog maintenance request (CMR) file. Each product in the CMR file is assigned an item status, such as add or delete, to indicate the action to take for the product. Changes to the product pricing, product descriptions, product attributes, or order quantity requirements are also included in the CMR file and can be viewed on this form. As an approver, you can indicate whether products are made available to selected legal entities and approve or reject the products in the file. Approved products are added to the product master and are released to the selected legal entities.

Tasks that use this form

Validate and approve imported catalogs

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
All items	View the items that are included in the CMR file. You can filter the list to view all items or only items that are assigned to a selected status.
Price	View the change in price for a selected product. The current price and new price are displayed in the currency and unit of measure in which the product is offered.
Name and description	View changes to the name and description of a selected product in specified languages.
Attribute	View changes to the attribute values that are assigned to a selected product.
Purchase quantity	View changes to the purchase order quantity requirements and purchase lead time for the selected product.

Buttons

Button	Description
Release products to legal entity	Open the Release products to legal entity form to select the legal entities in which the vendor’s approved products will be available. Corresponding trade agreements will be created for the legal entities that are selected, and the products will appear on the Released products page.
Actions	Approve or reject the products and product changes that are included in the CMR file. Select from the following options: Approve – Approved products are added to the product master. Products must be added to the product master and be available in the legal entities before they can appear in the procurement catalog. Reject – Products that are rejected are not added to the product master.

Release products to legal entity

Open the Release products to legal entity form to select the legal entities in which the vendor’s approved products will be available. Corresponding trade agreements will be created for the legal entities that are selected, and the products will appear on the Released products page.

Actions

Approve or reject the products and product changes that are included in the CMR file. Select from the following options:

Approve – Approved products are added to the product master. Products must be added to the product master and be available in the legal entities before they can appear in the procurement catalog.
Reject – Products that are rejected are not added to the product master.

Fields

Field	Description
Item status	Filter the catalog product list to view only those products that are assigned to a selected item status. The item status also displays the action that the vendor wants to take for each product that is included in the CMR file. The following values are available: Add – The product is a new product. After the product is approved it is added to the product master. When the product is released to the legal entity, the corresponding trade agreement is created and the product appears on the Released products page. Update – The product is an existing product that is being modified. After the product is approved, the modifications are applied to the existing product in the product master. New trade agreements are created only if there are price changes for the product. Delete – The product is no longer offered by the vendor and should be deleted. After the product request is approved, the product is no longer available for purchase.
Category	The procurement category or commodity code that the product is assigned to.
Status	The review status of the proposed product. The following values are available: Not submitted – The product has not yet been submitted for review. Submitted – The product has been submitted for review but has not yet been approved or rejected. Approved – The product has been reviewed and approved. Approved products are added to the product master. Products must be added to the product master and be available in the legal entities before they can appear in the procurement catalog. Rejected – The product has been reviewed and rejected. Products that are rejected are not added to the product master.
Price change	A selected check box indicates that the price of the product has changed. Details about the price change are displayed on the Price tab in the lower pane of the form.
Description change	A selected check box indicates that the name and description of the product has changed. Details about the description change are displayed on the Name and description tab in the lower pane of the form.
Attribute change	A selected check box indicates that the values of the product attributes have changed. Details about the attribute value change are displayed on the Attribute tab in the lower pane of the form.
Buying legal entity	Filter product changes by legal entity. You can view the price, name and description, attribute value, and purchase quantity changes by legal entity. Note A legal entity will appear in the list only if vendor products that have been imported are approved and released to the legal entity. If no products have been released to legal entities for the vendor, the list is empty.
Currency	The currency code that is assigned to the product price.
Unit	The unit of measure that the price change applies to.
Current price	The current price for the selected product in the currency that is applicable.
New price	The new price for the selected product in the currency that is applicable.
Language	The language code that is assigned to the name and description of the product.
Current name	The existing product name in the languages that are applicable.
New name	The modified product name in the languages that are applicable.
Current description	The existing product description in the languages that are applicable.
New description	The modified product description in the languages that are applicable.
Attribute	The product attribute value.
Attribute Current	The current product attribute value in the languages that are applicable.
Attribute New	The new product attribute value in the languages that are applicable.
Purchase quantity Current	The current purchase order quantity requirements and purchase lead time for the selected product in the unit of measure that is applicable.
Purchase quantity New	The new purchase order quantity requirements and purchase lead time for the selected product in the unit of measure that is applicable.