Add questionnaire (form)
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. In the Procurement categories (form), select a category in the left pane. On the Questionnaires tab, click the Add button.
Use this form to assign a questionnaire to a procurement category. When a vendor requests to do business in a procurement category, the vendor must complete the questionnaire for that category.
The questionnaire can be associated with one of the following activity types:
Vendor onboarding
Vendor management
Requisition
Shopping
Tasks that use this form
Key tasks: Set up and maintain procurement category hierarchies
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Select -> |
Assign the selected questionnaire to the procurement category. |
Remove |
Remove the selected questionnaire from the procurement category. |
Fields
Field |
Description |
---|---|
Questionnaire |
The name of the questionnaire. |
Description |
The purpose or other details about the questionnaire. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).