Procurement and sourcing

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

In Procurement and sourcing, you create purchasing policies to control the purchasing process. You identify suppliers, onboard suppliers as new vendors, maintain vendor information, create agreements with your vendors, order items and services, maintain purchase orders, and confirm receipt of products. After vendor transactions are processed through Accounts payable, you can also analyze spending and vendor performance.

Business processes

The following process flow illustrates the procurement and sourcing business process.

Procurement and sourcing at a glance

Important tasks		Primary forms
Key tasks: Work with vendor search and search results		Vendor search results (form)
Key tasks: Create procurement catalogs		Catalogs (form)
Create a request for quotation		New request for quotation (form)
Maintain purchase agreements overview		Purchase agreements (form)
Key tasks: Create and submit a purchase requisition		Purchase requisitions (form)
Create and maintain purchase orders		Purchase order (form)

Integration of Procurement and sourcing

The Procurement and sourcing module can be integrated with the following modules and Microsoft programs:

• Inventory management

• Product information management

• Master planning

• Accounts payable

• General ledger

• Configuring product-wide features

• Microsoft SQL Server Reporting Services

• Microsoft Excel

• Internet Information Services (IIS)

See also

Setting up and maintaining Procurement and sourcing

Working with Procurement and sourcing