Vendor catalogs (list page)

Article
05/05/2014

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.

Use this list page to view a list of vendor catalogs. Each vendor catalog contains one or more catalog maintenance request (CMR) files that have been submitted by the vendor and uploaded by the authorized user. You can view the details of the catalog files, upload new files, and view the status of each file.

Tasks that use this form

Import a catalog from a vendor

Navigating the form

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

Tabs

Tab	Description
Catalogs	Add a new vendor catalog or upload new CMR files for a selected vendor catalog. If you have an approver role, you can also review and approve changes to vendor catalogs. You can also export the vendor catalog list to Microsoft Excel and attach documents or files, such as the vendor contract information that is included in a document, to a vendor catalog file.

Buttons

Button	Description
Catalog	Open the New catalog form and enter the vendor name, catalog name, and description for a new vendor catalog. You must first create the catalog before you can upload and associate any CMR files to the vendor catalog. If the vendor is not configured for catalog import, you have an option to configure the vendor for catalog import when you create the new catalog.
Edit	Open the Update catalog form, where you can upload, remove, or view the details of the CMR files for an existing vendor catalog. You can also access the CMR files and open the Catalog approval page form to review, approve, and reject new products and product changes that are submitted by the vendor.
Release approved products	Open the Release approved products dialog box to select the legal entities in which the vendor’s approved products will be available and create the trade agreements.
Enable automated approval	Set the Automated approval field to Enabled. All CMR files that are received from the selected vendor will automatically be approved using workflow. No manual intervention is required.
Disable automated approval	Set the Automated approval field to Disabled. All CMR files that are received from the selected vendor must be manually reviewed using workflow and approved or rejected.
Delete	Delete a vendor catalog. When a catalog is deleted, it remains in the catalog list. CMR files cannot be associated with a deleted catalog. Additionally, products that are contained in a deleted catalog will no longer be available for order.
Vendor profile	Open the Vendors form to view the details of the vendor for the selected catalog.
Generate catalog template	Download the catalog template (in .xsd format) that is required for the selected vendor to create and submit their CMR file for their products. Select one of the following options: Procurement category – Generate a catalog template that includes the procurement categories in which the vendor is authorized to provide products. When the CMR file is created, the products that are included in the file are mapped to the procurement categories in the catalog template. Commodity code – Generate a catalog template that includes industry standard commodity codes. When a CMR file is created, the commodity codes are used to map the categorization of the products.

Fields

Field	Description
Vendor	The vendor that owns the catalog.
Automated approval	View whether the vendor is set up for automated approval. All CMR files that are received from the selected vendor are automatically approved by using workflow. No manual intervention is required.
Is deleted	This check box indicates if the catalog has been deleted. CMR files cannot be associated with a deleted catalog. Additionally, products that are contained in a deleted catalog will no longer be available for order. Deleted catalogs remain on the list page to maintain audit history.