Category policy rule (form)

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 Action Pane, in the New group, click Policy. In the Purchasing policy form, on the General FastTab, enter a unique name and an optional description for the policy. On the Policy organizations FastTab, select the organization and legal entities to which this category policy applies. On the Policy rules FastTab, in the left pane, click Category policy rule. Then click Create policy rule.

Use this form to manage policy rules for procurement categories. For example, create a category policy that allows employees to purchase products only from a preferred vendor.

Tasks that use this form

Set up policies for category hierarchies

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

Fields

Field

Description

Effective date

The first date on which the policy is enforced. You cannot select a date that is earlier than today.

Expiration date

The expiration date of the policy. You cannot select a date that is earlier than the Effective date.

Category

Select the procurement categories to which this rule applies.

Vendor selection

Select the policy for vendor selection. Available policies include:

  • Allow only vendors that are preferred for this category – Employees must purchase only from preferred vendors.

  • Allow only vendors that are preferred or approved for this category – Employees can purchase from either preferred or approved vendors.

  • Do not allow vendor selection in this category – The employee cannot select a vendor. The reviewer selects the vendor during the review process.

  • Allow all vendors – There are no restrictions on vendor selection.

Show questionnaires?

Select this check box if requesters must complete a questionnaire about purchases of products in the category. A questionnaire is displayed when the requester selects a category item in a purchase requisition or in Enterprise Portal for Microsoft Dynamics AX.

Category matching policy

Select a document-matching policy for when a purchase order, product receipt, and invoice contain a product from a category:

  • Company policy – The document-matching policy from the organization level must be followed.

  • Three-way matching– The price and quantity on the purchase order, product receipt, and invoice must match.

  • Two-way matching – The price and quantity on the purchase order and invoice must match.

  • Not required – Matching is not required.

Receiving requirements

Select this check box if you want to verify that you have received the correct quantity of products before recording the purchase.

Deduction requirements

Select this check box if you want to verify that deductions for products returned to the vendor are correct before recording the return transaction.

Accrue purchase expense on receipt

Select this check box if you want to record the amount payable to the vendor upon receipt of the product receipt for a purchase order line instead of upon receipt of the vendor invoice.

See also

Category access policy rule (form)

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