Catalog policy rule (form) [AX 2012]

Updated: March 6, 2014

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, select an existing purchasing policy from the list or create a new purchasing policy. In the Purchasing policy form, on the Policy rules tab, select the Catalog policy rule from the Policy rule type: list, and then click the Create policy rule button.

Use this form to select the procurement catalog to display on the procurement site. The catalog policy rule applies to all users who are associated with the organizations that are selected on the Policy organizations tab.

NoteNote

If a catalog policy rule already exists, you must retire the existing policy rule before you can create a new one.

The following table provides descriptions for the controls in this form.

Field

Description

Effective date

Enter the start date for the catalog policy rule.

Expiration date

Enter the end date for the catalog policy rule.

Catalog

Select a catalog to display on the procurement site for all users who are assigned to the organizations that are selected on the Policy organizations tab. Only catalogs whose status is active appear in the list.


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

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