View category guidelines [AX 2012]

Updated: January 31, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to view the guidelines for a procurement category. Procurement category guidelines consist of rules that employees must follow when they add a product from a procurement category to a purchase requisition. The guidelines can contain rules about vendor selection for the product; announcements, such as a sale on a product; or policies set by your organization, such as when a product must be recorded as a fixed asset. Your purchasing manager defines these guidelines and policies for a procurement category in Microsoft Dynamics AX.

The following are additional examples of procurement category guidelines:

  • You must complete a questionnaire after you complete your purchase of a procurement category item.

  • The vendor is offering a discount, for a limited time, on purchases of the selected procurement category item.

  • You must assign a fixed asset group to the product you purchase in the selected procurement category.

  1. Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions requested for me. Open the purchase requisition for which you want to view category guidelines.

  2. On the purchase requisition, on the Lines FastTab, select a line that contains a category item, and then click Purchase requisition line.

  3. On the Action menu, click Category guidelines.

  4. In the Category guidelines form, click the Category guidelines and details FastTab.


    If category guidelines have not been defined for the category, the tab contains no information.

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