Set up procurement and sourcing parameters
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
Before you begin to work in Procurement and sourcing in Microsoft Dynamics AX, you set up default values in the Procurement and sourcing parameters form. By setting default values, you can automate some of the data entry that is required when documents are created for procurement activities.
Most default values can be overridden at transaction time.
Set up Procurement and sourcing parameters
Click Procurement and sourcing > Setup > Procurement and sourcing parameters.
Click General to set up default values that appear when a requester creates a purchase order.
Click Vendor to set up the default settings for prospective vendor requests. For more information about vendor requests, see About vendor request configuration.
Click Updates to set up parameters for product delivery. This includes rules for accepting deliveries, updating invoices, and product receipts.
Optional: Click the Update order lines button to modify parameters that control whether updates to purchase order lines are allowed when you modify the purchase order header.
Click Prices to set up options for pricing and discounts on purchase orders. You can select options for calculating and allocating discounts and charges, such as freight, to lines in a purchase order.
Click Cycles to select the purchase cycles that are used in the legal entity.
Note
(ESP) This control is available only to legal entities whose primary address is in Spain.
Click AIF to set up the default journal for imported price and discount agreements.
Click Inventory dimensions to specify inventory dimensions that are displayed on purchase order lines.
Click Request for quotation to specify default values for requests for quotations, such as purchase type, expiration date, delivery information, payment terms, and trade agreement journal.
Click Procurement site settings to specify whether users can enter comments and ratings to rate products and vendor performance after a purchase order has been fulfilled.
Click Number sequences to set up automated identification number assignment for vendors and documents.