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Procurement categories (form) [AX 2012]

Updated: May 24, 2011

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 > Categories > Procurement categories.

Use this form to assign vendors, products, and attributes to categories in the active procurement category hierarchy. You can set characteristics at a parent category level and then require subcategories to inherit all characteristics from the parent category. You can also manage the characteristics and settings for each subcategory individually.

In the left pane, click the category that you want to manage.

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

Tab

Description

General

View the name and other details about the category.

Products

Add products to the category.

Product attributes

Select attributes to assign to products in the selected category.

Vendors

Add approved or preferred vendors to the category.

Vendor evaluation criterion groups

Select rating criteria for vendors in the category. For more information, see Add vendor evaluation criterion groups (form).

Questionnaires

Add questionnaires that a vendor must complete, and view the questions in a questionnaire. For example, add a questionnaire that a vendor must complete before the vendor is approved for the category.

Item sales tax groups

Assign an item sales tax group that applies to the purchase of products in the selected category.

Category attribute values

Assign values to category attributes. You add category attributes in the Category hierarchy form. For example, you add an attribute of Manager to a category. The data type for this attribute is Text. For each category, you enter the name of a category manager as the value for this attribute.

Category page

Select a category page to display in the procurement catalog for the category. The category page displays characteristics, announcements, and images for the category. For more information about how to create a category page, see Category hierarchy (form).

Commodity codes

View the alphanumeric codes that you assign to the selected category. Commodity codes can be associated with standard industry code systems.

Assign project categories

Assign a project category as the default project category for the selected procurement category.

NoteNote

The Assign project categories FastTab is available only for procurement and sales category hierarchy types. For more information about category hierarchy types, see Category hierarchy types (form).

Button

Description

Edit category hierarchy

Make changes to the procurement category hierarchy, such as adding and renaming a subcategory.

Evaluation

Open the Rating on vendor evaluation criteria form, where you can rate a vendor in the selected procurement category. The ratings for a vendor are displayed in Enterprise Portal for Microsoft Dynamics AX.

View criteria

View the rating criteria that are assigned to the selected vendor evaluation criterion group.

View questions

View the questions that appear in the selected questionnaire.

Reset value

Clear values that are assigned to attributes in the selected category.

Field

Description

Buying legal entity

Select the legal entity that uses the procurement category hierarchy.

Code

The commodity code identification number that is assigned to the category.

Active

Indicates whether the category is in active status.

Activated date:

The date on which the category was created.

Modified date:

The most recent date on which the category was modified.

Classify as tangible product

Select the check box to indicate that only tangible products are assigned to the category.

Default category threshold

Enter the amount to use for new threshold keys for the selected category. This amount is entered as the default threshold amount when you create a purchasing policy that uses the Spending thresholds by category policy rule.

NoteNote

This control is available only if all three of the following conditions are met:

  • The Public Sector configuration key is selected.

  • The French regulatory configuration subkey is selected.

  • The Use French public sector accounting rules check box in the Budget parameters form is selected.

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.

Type

The data type of the attribute. For example, the type for an Installation included attribute is Boolean. If you select Installation included as an attribute for a procurement category, the person requesting a product from the category must select a Boolean value of either Yes or No. This selection indicates whether installation is included in the cost of the product. For more information about attributes, see Attribute types (form).

Inherit attributes from parent category:

Select this check box to assign the same attributes to the selected subcategory that you assign to its parent category.

Inherit vendors from parent category:

Select this check box to assign the same vendors to the selected subcategory that you assign to its parent category. The approved or preferred status of a vendor is also inherited.

Inherited from

The name of the category from which the vendors, products, questionnaires, or other attributes were inherited.

Inherit vendor evaluation criterion groups from parent category:

Select to this check box to assign the same vendor evaluation criterion groups to the selected subcategory that you assign to its parent category.

Activity type

Select the purpose for a questionnaire.

Inherit questionnaires from parent category:

Select this check box to assign the same questionnaires to the selected subcategory that you assign to its parent category.

Category page:


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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