Category guidelines (form) [AX 2012]

Updated: March 30, 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 > Common > Purchase requisitions > Purchase requisitions requested for me. Select a purchase requisition, and then on the Action Pane, on the Purchase requisition tab, click Edit. In the Purchase requisitions form, on the Lines FastTab, select a line that contains a product from a procurement category. Click the Purchase requisition line button, and then click Category guidelines.

Use this form to view the guidelines, such as vendor selection rules, for a purchase requisition line that contains a procurement category. The purchasing manager sets the category guidelines.

The following are examples of category guidelines:

  • All products in this category are classified as fixed assets.

  • Only executive managers can purchase products in this procurement category.

  • Products in this category are discounted by 10 percent if the order quantity exceeds 100 units.

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

Tab

Description

General

View the name, friendly name, and description of the procurement category of the selected purchase requisition line.

Category guidelines and details

View detailed information and messages for the procurement category on the selected purchase requisition line. If category guidelines have not been defined for the category, the tab contains no information.

Vendor

View the approved and preferred vendors for the procurement category on the selected purchase requisition line.

Field

Description

Name

The procurement category for the purchase requisition line.

Friendly name

The internal name for the selected category.

Description

An optional definition or detailed information about the category.

Vendor account

The vendor identification number.

Name

The vendors that are assigned to the category.

Buying organization

The buying organization that assigned the vendor to the selected category.

Vendor status

The status of the vendor, such as whether the vendor is a preferred vendor or an approved vendor for products in the category.


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

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