Key tasks: Create purchasing policies [AX 2012]

Updated: September 27, 2013

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

Purchasing policies are business rules that you define to help control the procure-to-pay process and enforce your overall procurement business strategy. You can view a list of your purchasing policies on the Purchasing policies list page. Information on the list page includes the name, description, and status (active or retired) of each policy.

Click these links to find more information about the concepts that are discussed in this topic.

About purchasing policies

  1. Click Procurement and sourcing > Setup > Policies > Purchasing policies.

  2. On the Action Pane, in the New group, click Policy.

  3. In the Purchasing policy form, on the General FastTab, enter a name and description for the purchasing policy.

  4. On the Policy organizations FastTab, select the organization that this purchasing policy applies to.

    NoteNote

    A single purchasing policy can apply to only one organization hierarchy. For example, you create two organization hierarchies which are assigned the purpose of Procurement internal control. One is called “Geographic” and another is called “Department.” When you create a purchasing policy you can only reference one of the two organization hierarchies. For more information, see About purchasing policies.

  5. On the Policy rules FastTab, select the Policy rule type:, and click the Create policy rule button to create individual rules. Specify the effective date and expiration date for each rule. Repeat this step for each policy rule type.

    Effective dates and expiration dates for rules in a rule type cannot overlap. Only one rule at a time can be in effect for a policy rule type.

    NoteNote

    Effective and expiration dates are handled differently for the Spending thresholds by category policy rule. This policy rule is available only for public sector entities in France. For more information, see (FRA) Set up a policy rule for spending thresholds by category (Public sector).

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As your organization grows or your purchasing policies become more complex, you can update your policies. For example, you might want to update a purchasing policy to apply to a company that your company acquires.

  1. Click Procurement and sourcing > Setup > Policies > Purchasing policies.

  2. Open the purchasing policy that you want to modify.

  3. To add more organizations to your existing policy, on the Policy organizations tab, select an organization in the Available organization nodes: box, and then click the Add >> button to move it to the Selected organization nodes: box.

  4. To change a rule for the policy, on the Policy rules FastTab, modify any of the specific policy rules that belong to this purchasing policy.

    NoteNote

    If the expiration date for a rule is set to December 31, 2154 you can only change the expiration date for the policy rule. Change the expiration date to a date prior to December 31, 2154 to edit the policy rule details.

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When you retire a purchasing policy, you also retire all of the rules for that policy.

  1. Click Procurement and sourcing > Setup > Policies > Purchasing policies.

  2. On the Purchasing policies list page, select the purchasing policy that you want to retire.

  3. Under Policy rules, click Retire policy.

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

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