(FRA) Spending thresholds by category policy rule (form) (Public sector)
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 > Setup > Policies > Purchasing policies. Double-click the policy to modify or create rules for. On the Policy rules FastTab, select Spending thresholds by category. In the Policy rules pane, double-click a policy rule or click Create policy rule.
Use this form to set spending thresholds for purchases in any procurement category. These are not budget control thresholds. Instead, they are the amounts used to determine the procurement procedures that are required for the purchase of goods in any category defined by the Clé de Contrôle Marché.
This form is available only if the following conditions are met:
The Public Sector configuration key is selected.
The French regulatory configuration subkey is selected.
In Microsoft Dynamics AX 2012 R3 Cumulative Update 8, the Commitments (France) regulatory document type is selected in the Budget parameters form, when the following hotfix is installed: KB3047235
In cumulative update 7 for Microsoft Dynamics AX 2012, the Use French public sector accounting rules check box is selected in the Budget parameters form.
In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Tasks that use this form
(FRA) Set up a policy rule for spending thresholds by category (Public sector)
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
|---|---|
Effective date |
The date and time the policy rule was created. This policy rule takes effect as soon as it is created. However, the date the policy rule takes effect does not control the Effective dates for category keys. |
Expiration date |
The date that the policy rule expires. The default date is Never, which indicates that the policy rule does not expire. All category keys that are part of this policy rule expire when the policy rule expires, even if they have a later Expiration date. |
Available categories |
A list that displays all available procurement categories and their subcategories |
Name |
The name of the selected procurement category. |
Activate threshold at this hierarchy node |
Select this check box to enable spending thresholds for the selected category node. |
Key |
Enter the key that your organization uses to designate the selected category. You can use keys specified in the Clé de Contrôle Marché, or you can use keys defined by your organization. |
Effective |
Select the date when the spending threshold for the selected category key takes effect. This date applies to the selected category key, not to the policy rule. |
Expiration |
Select the date when the spending threshold for the selected category key expires. This date applies to the selected category key, not to the policy rule. However, all category keys that are part of this policy rule expire when the policy rule expires, even if a later date is set here. |
Estimated amount |
Enter the amount that you expect to be purchased in this category. |
Threshold amount |
Enter the maximum amount that can be purchased before the formal procurement process is required. A default value for this field may be set up in the Category hierarchy form. |
Over-threshold procedure |
Select the type of purchasing procedure that is required when expenditures in the selected category exceed the threshold amount.
|
See also
Key tasks: Create purchasing policies
(FRA) Set up a policy rule for spending thresholds by category (Public sector)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).