Setting up and maintaining 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

The topics in this section provide information about setting up and maintaining information for purchasing, such as purchasing policies, fixed asset rules, consolidation rules, workflows, requests for quotations, and signing limits.

Configuring Enterprise Portal for vendor requests

Defining and maintaining procurement categories

Setting up and maintaining requests for quotations

Setting up and maintaining procurement catalogs

Setting up and maintaining external vendor catalogs

Setting up imported vendor catalogs

Setting up the requisition process

Setting up the purchase order process

Setting up and maintaining procurement and sourcing workflows

Setting up signing limits

Defining and maintaining rules for purchasing

Purchasing setup and maintenance forms

The following table lists the forms that support setting up and maintaining Procurement and sourcing. The table entries are organized by task and then alphabetically by form name.

Note

Some forms in the following table require information or parameter settings to navigate to them.

Task	Form name	Usage
Configuring Enterprise portal for vendor requests	Disallowed vendors (form)	Specify vendors that cannot do business with specific companies in your organization. Use the disallowed vendors list to evaluate certain types of vendor-related requests to determine whether the vendor is already determined to be a vendor with whom one or more companies do not want to do business.
	New vendor request (form)	Review and respond to an employee request to add a new vendor to the list of vendor companies that they are allowed to do business with.
	Procurement and sourcing parameters (form)	Set up default values for prospective vendor requests and set the number sequence for the disallowed vendor number reference.
	Vendor request configurations (form)	Create profiles that specify the required fields and visible fields in Enterprise Portal for Microsoft Dynamics AX. You create profiles for each vendor-related request type.
Setting up and maintaining purchasing workflows	Expenditure reviewers - Purchase requisitions (form)	Configure the reviewers for purchase requisition expenditures. When a purchase requisition is submitted for review, the workflow process can use the expenditure reviewer setup to route the expenditure to the appropriate user by role or financial dimension owner.
	Workflows (list page)	Create workflow configurations to process vendor requests, purchase requisitions, and vendor catalog import requests.
Defining and maintaining rules for purchasing	Attribute types (form)	Define the attribute types and default values that can be selected when you define attributes for products and categories.
	Attributes (form)	Define details that your organization wants to track for a particular product or category.
	Business justifications (form)	Define business justification reason codes and descriptions that can be used on purchase requisitions to justify the purchase request.
	Business rules for fixed asset determination (form)	Create rules so that certain purchases must be treated as fixed assets if the purchase price of the item exceeds a predefined monetary threshold.
	Catalog policy rule (form)	Select the procurement catalog that will be displayed on the procurement site and the effective date when it is valid.
	Policy parameters (form)	Select the organization types that the purchasing policy is related to and the order the policy rules should be applied.
	Purchase order creation and demand consolidation rule (form)	Define the policy rules that are used when you convert purchase requisitions to purchase orders.
	Purchase requisition control rule (form)	Define parameter values that control the purchase requisition process.
	Purchase requisition permissions (form)	Set up permissions for a worker to enter purchase requisitions on behalf of someone else, or request purchases in another legal entity or operating unit.
	Procurement and sourcing parameters (form)	Define settings that apply to all purchasing transactions, set default values that are used when data is not entered at a lower level on a transaction, and set up number sequences for purchasing.
	Purchasing policy (form)	Define the business rules to control the procure-to-pay process and enforce your overall procurement business strategy.
Defining and maintaining procurement categories	Category hierarchy (form)	Create a category hierarchy to classify products, vendors, or other data.
	Category hierarchy types (form)	Assign a type to a category hierarchy. The type that you assign determines how the category hierarchy appears in Microsoft Dynamics AX.
	Category policy rule (form)	Maintain policy rules for procurement categories.
	Vendor evaluation criteria (form)	Create the criteria for evaluating the performance of a vendor.
	Vendor evaluation criterion group (form)	Create a group for similar or related vendor rating criteria.
Setting up and maintaining procurement catalogs	Product details (form)	Manually define products for your internal procurement catalog, add details, and attach images.
	Product relationship types (form)	Define product relationship types. Product relationship types define how products relate to each other, such as an accessory or a similar product.
Setting up imported vendor catalogs	Update catalog (form)	Add a new vendor catalog and upload vendor catalog files.
	Vendor catalog import parameters (form)	Specify the path of the folder where the catalog maintenance request files that are submitted by the vendor will be stored.
	Vendor catalogs (list page)	Create and view a list of imported vendor catalog files.
Setting up and maintaining external vendor catalogs	Maintain details for an external catalog (form)	Set up permissions to access an external vendor catalog order site.
Setting up and maintaining requests for quotations	Default request for quotation reply fields (form)	Specify the information that you want to receive from vendors when they reply to a request for quotations.
	Master plans (form)	Set up a master plan to include requests for quotations.
	Procurement and sourcing parameters (form)	Specify the default values for request for quotations.
Setting up and maintaining purchase requisitions	Purchase requisition permissions (form)	Set up permissions for a worker to enter purchase requisitions on behalf of someone else, or request purchases in another legal entity or operating unit.
	Workflows (list page)	Define and configure workflow processes for purchase requisitions.
Setting up signing limits	Default signing limit rule details (form)	Define the default signing limit rules for a selected organization node, such as a company. You create signing limits to enforce spending and approval limits that are set up for your organization.
	Limit agreement exceptions (form)	Identify the jobs or compensation levels that are exempt from agreement rules that are defined.Jobs and compensation levels are defined in the Job (form) and the Compensation structure (form).
	Limit agreement rule details (form)	Create limit agreement rules by document type for a signing limit policy. For example, if you define agreements for the purchase requisition document type for a company, employees at that company are required to read and accept those agreements before they are granted an approval limit amount or spending limit amount for purchase requisitions.
	Limit currency rule details (form)	Specify the currency that applies to a signing limit policy.
	Signing limit parameters (form)	Select the high-level options that control the signing limit process across all organizations.
	Signing limit policy (form)	Define signing limit policies that are associated with specific organization nodes by organization type, and then create associated signing limit rules for those nodes.