Requisition purpose rule (form)

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

Click Procurement and sourcing > Setup > Policies > Purchasing policies. On the Purchasing policies list page, open or create a purchasing policy. In the Purchasing policy form, on the Policy rules FastTab, in the Policy rule type: list, select Requisition purpose rule, and then click Create policy rule.

Use this form to define rules that control the requisition creation process and how requisition demand should be fulfilled. You can indicate whether the default purpose of a requisition is consumption or replenishment for a specific legal entity, and you can also indicate whether users can manually change the purpose when they create a requisition. For more information about requisition purposes, see About purchase requisitions.

Note

If you do not define any rules in this form, the default requisition purpose is consumption, and any corresponding supply policy rules that have been defined for your legal entity automatically apply. Any rules that you defined in the Replenishment category access policy rule form or the Replenishment control rule form do not apply.

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

Fields

Field

Description

Default requisition purpose

Select the default requisition purpose. When a new requisition is created, it is automatically assigned this purpose, and all related rules apply.

Allow manual override

A selected check box indicates that users can manually change the purpose when they create a requisition.

See also

About purchase requisitions

About purchasing policies

Overview of a purchase requisition workflow

Key tasks: Create and submit a purchase requisition

Purchasing policy (form)

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