Agreement classification (form) [AX 2012]

Updated: January 24, 2012

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 > Purchase agreements > Purchase agreement classification.

–or–

Click Sales and marketing > Setup > Sales agreements > Sales agreement classifications.

Use this form to define purchase and sales agreement classifications, translations for different locales, and external codes. Purchase and sales agreement classifications are required when you create new purchase agreements or sales agreements. You can define your own classifications, such as Blanket order, based on the needs of your company.

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

NoteNote

The controls that appear in this form may vary depending on how the form was opened.

Button

Description

Translations

Open the Purchase agreement classification translations form or the Sales agreement classification translations form, where you can define translations for purchase or sales agreement classifications.

External codes

Open the External codes form, where you can set up, define, and maintain external codes and specific values for the purchase and sales agreement classifications. When a purchase or sales agreement generates a corresponding intercompany purchase or sales agreement by using an external code, the classification is translated according to the external code definition.

Field

Description

Name

Enter a name that describes the purchase agreement classification. The classification will then be available in the Purchase agreements form when you create new purchase agreements. For more information, see Purchase agreements (form).

Description

Enter a description for the purchase agreement classification.

Subcontractors

Select this check box to enable the entry of subcontractors on purchase agreements that use this classification.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Certifications

Select this check box to enable the entry of insurance policies and bonds on purchase agreements that use this classification.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Require direct invoicing

Select this check box to require direct invoicing and to prevent someone from using release orders together with purchase agreements that use this classification.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Activities

Select this check box to enable the entry of milestones and tasks on purchase agreements that use this classification.

NoteNote

This control is available only if the Public Sector configuration key is selected.


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

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