Order items and services overview

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

This section provides an overview of the process of requesting items and services, discusses the tasks that are typically associated with this business process component, and lists the forms that support the tasks.

Manage procurement catalogs

Create purchase requisitions

Maintain purchase requisitions

Maintain purchase orders that are created from purchase requisitions

Create and maintain purchase orders

Order items and services business process component forms

The following table lists the forms that support the order items and services business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note

Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.

Business process component task	Form name	Usage
Manage procurement catalogs	Catalogs (form)	Create a new catalog, define your catalog navigation structure, add products to categories, and publish the catalog.
	Manage comments (form)	Review, approve, or reject comments that have been submitted by users about products or vendors with whom they have done business.
	Procurement and sourcing parameters (form)	Configure the procurement site settings if you allow users to rate items and services and provide feedback on their experience with the products.
Create purchase requisitions	Add items (form)	Add items to a purchase requisition.
	Copy purchase - Purchase requisition (form)	Copy selected purchase requisition lines from an existing purchase requisition to another purchase requisition.
	Procurement catalogs (list page)	Create, view, and update procurement catalogs.
	Purchase requisitions - lines (form)	View the details for the selected purchase requisition line item, enter address and project data, respond to required questionnaires, and enter financial and inventory dimensions.
	Purchase requisitions (form)	Create or modify a purchase requisition and then submit the purchase requisition for review.
	Purchase requisitions (list page)	Enter new purchase requisitions, add a request for a quotation, view the summary total amount for all lines on a purchase requisition, compare versions of the purchase requisition as it is processed, and view and manage budget data for the purchase requisition.
	Vendor suggestions (form)	Suggest a vendor for items that are ordered by procurement category or for items that are not associated with a specific vendor.
Maintain purchase requisitions	View purchase requisition version (form)	View the details for the selected version of the purchase requisition.
	View purchase requisition version- lines (form)	View the details for a line on the selected version of the purchase requisition.
	Purchase requisition versions (form)	View a list of the versions that were created for a purchase requisition. The first entry is created after the purchase requisition is submitted for review.
	Version comparison for purchase requisition (form)	Compare the change history for any two versions of a purchase requisition.
Maintain purchase orders that were created from purchase requisitions	Bulk edit opportunity lines in opportunity (form)	Modify selected purchase requisition lines on a consolidation opportunity.
	Create consolidation opportunity (form)	Add a new consolidation opportunity. You can use consolidation opportunities to group purchase requisition lines together to apply for volume discounts from your vendors.
	Purchase order (form)	View purchase orders that were created from approved purchase requisitions.
	Purchase requisition consolidation (form)	Evaluate approved purchase requisition lines and group them into new or existing consolidation opportunities.
	Release approved purchase requisition (form)	Review approved purchase requisition lines that have been held for manual processing, consolidate eligible requisition lines, and manually convert the approved purchase requisitions to purchase orders.
	Vendor invoice journal (form)	View all posted vendor invoices. You can view information about each invoice, such as invoice number, invoice currency, and totals.