Purchase requisition control rule (form) [AX 2012]

Updated: May 11, 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 > Policies > Purchasing policies. On the Purchasing policies list page, open or create a purchasing policy. In the Purchasing policy form, on the Policy rules FastTab, in the Policy rule type: list, select Purchase requisition control rule, and then click Create policy rule.

NoteNote

If a policy rule has already been created, the Create policy rule button is not available. In this case, double-click the most current policy rule that is displayed in the Policy rules grid.

Use this form to define parameter values that control the purchase requisition process.

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

Tab

Description

Workflow submission

View the fields on a purchase requisition, and select the fields that must contain values before a purchase requisition can be submitted for workflow. Select from the following values:

  • Required – The selected field must contain a valid value before the requisition can be submitted for review.

  • Not required – The selected field does not require a value before the requisition can be submitted for review.

  • Conditional – When certain conditions are met, the selected field requires a valid value before the requisition can be submitted for review.

Order quantities

Enforce order quantity restrictions that may be defined for an item, such as minimum or maximum amounts. When an item is added to a purchase requisition, the system validates whether order quantity restrictions exist for the item. If restrictions exist, the purchase requisition requester can only request order quantities that are allowed by the rules that are set up for the item.

Item quantities are defined in the Default order settings form in the Released products form, Manage inventory tab. (Click Product information management > Common > Released products.)

Dates

Specify whether to always use the requested date as the accounting date for purchase requisitions.

Address

Specify whether to allow preparers to enter a new delivery address when they create purchase requisition lines.

Button

Description

Add condition

Use Microsoft Dynamics AX Expression builder to set the conditions that must be met for the field to be required for workflow submission.

Field

Description

Effective date

View or select the effective start date for the purchase requisition rule.

Expiration date

View or select the effective end date for the purchase requisition rule.

The selected field is required if the following conditions are true

Define the conditions that must be met before the requisition can be submitted to workflow. This field is available only when the workflow requirement for the selected field is set to Conditional.

Enforce maximum order quantity restrictions

Select this check box to limit the maximum quantity that can be requested for an item when a purchase requisition is created.

If this check box is selected, users cannot override the maximum quantity that has been specified for the item. The quantity is automatically reset to the maximum quantity if the specified quantity is larger than the maximum quantity allowed.

If this check box is cleared, users can override the maximum quantity, but a message is displayed if the specified quantity is larger than the maximum quantity allowed.

Enforce minimum order quantity restrictions

Select this check box to enforce the minimum quantity that can be requested for an item when a purchase requisition is created.

If this check box is selected, users cannot override the minimum quantity that has been specified for the item. The quantity is automatically reset to the required minimum quantity if the specified quantity is less than the required minimum.

If this check box is cleared, users can override the minimum quantity, but a message is displayed if the specified quantity is less than the required minimum.

Enforce multiple order quantity restrictions

Select this check box to enforce the defined multiple for item quantity.

If this check box is selected, users can enter a quantity that does not match the specified multiple for item quantity. However, a message is displayed, and the quantity is rounded up to match the required multiple. If this check box is cleared, users can enter a quantity that does not match the specified multiple for item quantity. However, a message is displayed and users can round the quantity up to match the default value.

For example, you may have negotiated a discounted price with a vendor for an item that requires that you order the item in multiples of 10.

If the check box is selected, users must order the item in multiples of 10 (such as 10, 20, or 30). When a user requests the item, the system automatically rounds the order quantity up to the closest multiple of 10.

If the check box is cleared, the user is not forced to order the item in a multiple of 10. A warning is displayed, and the user can leave the quantity as it is or change the quantity to a multiple of 10.

Use requested date as accounting date:

Select this check box to use the requested date as the default accounting date on the purchase requisition.

The accounting date is used for ledger control and budget posting. It is also used to determine whether the requester has permission to enter purchase requisitions in that fiscal period.

If the check box is selected, the accounting date field becomes read-only and the accounting date is always the same as the requested date on the purchase requisition.

Allow new delivery address

Select this check box to allow a preparer to enter a new delivery address for a line item on a purchase requisition.


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

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