Procurement catalogs (list page) [AX 2012]

Updated: March 28, 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 > Catalogs > Procurement catalogs.

Use this list page to create, view, and update procurement catalogs.

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

Tab

Description

Catalog

Create, copy, delete, publish, preview, activate, or inactivate a catalog. You can also view documents that are attached to the selected catalog.

Button

Description

Catalog

Create a new catalog. Enter the name for the new catalog, and select whether to use the procurement category hierarchy to create the catalog categories or create the catalog categories manually.

Copy catalog

Create a catalog by copying an existing catalog.

Delete

Delete a catalog from the catalog list. A catalog must have a catalog status of Inactive before it can be deleted.

Publish catalog

Publish any catalog updates and product images on the procurement site. This button applies only to existing catalogs for which the Default update type field is set to Static.

NoteNote

When you create a procurement catalog for the first time, you must click the Publish catalog button so that the catalog can be displayed on the procurement site. However, actual availability of the catalog is controlled by the catalog policy rule that is defined for the requester’s organization. For more information about how to set up a catalog policy rule, see Set up a procurement catalog policy rule.

Activate catalog

Activate a catalog so that it can be published and the contents of the catalog can be viewed on the procurement site.

NoteNote

Before a catalog can be displayed on the procurement site, it must have an active status.

Inactivate catalog

Remove a catalog from the procurement site, but maintain it in the catalog list.

Preview catalog

View the catalog on the Web browser before you let users access it on the procurement site.

Field

Description

Catalog status

The status of the catalog. The following values indicate whether the catalog is available to be published on the procurement site.

  • Active – The catalog is active and available to be published on the procurement site.

  • Inactive – The catalog cannot currently be accessed on the procurement site.

Owner

The user identification for the purchasing professional who is responsible for maintaining the selected catalog.

Default update type

Indicates how product changes are added to the procurement site. Values include the following:

  • Static – Changes to the catalog must be reviewed and then manually published to the procurement site.

  • Dynamic – Changes to the catalog are automatically updated to the procurement site. No manual intervention is required.

  • Both –The catalog can contain categories with an update type of either Static or Dynamic.


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