Validate and approve imported catalogs
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
After a catalog maintenance request (CMR) file has been successfully uploaded, the purchasing professional can review the product details in the file. The vendor indicates whether the product is new, modified, or must be deleted. Information about the product pricing, product descriptions, product attributes, and order quantity requirements are also included in the CMR file. As an approver, you can indicate whether products are made available to selected legal entities and approve or reject the products in the file. Approved products are added to the product master and are released to the selected legal entities.
Use this procedure to review the product details for products that are included in a CMR file, and to approve or reject them. After you approve the products, you can release them to the legal entities that you select and generate trade agreements. Only approved products that have been released to a legal entity can be added to a procurement catalog.
Validate and approve imported catalogs
Click Procurement and sourcing > Common > Catalogs > Vendor catalogs. On the Vendor catalogs list page, double-click a vendor catalog.
In the Update catalog form, on the Catalog file history FastTab, select a CMR file, and then click Details.
In the Catalog approval page form, review the product details for the products that are included in the CMR file. You can use the Item status field to view all items or only items that have a selected status. Select one of the following options:
All items – View all products that are included in the CMR file. This is the default setting.
Add – View only new products. After a new product is approved, it is added to the product master. When the product is released to the legal entity, the corresponding trade agreement is created and the product appears on the Released products list page.
Update – View only existing products that are being modified. After a product is approved, the modifications are applied to the existing product in the product master. New trade agreements are created only if there are price changes for the product.
Delete – View only products that are no longer offered by the vendor and should be deleted. After the product request is approved, the product is no longer available for purchase.
To filter product changes by legal entity, select a legal entity in the Buying legal entity field. You can view the price, name and description, attribute value, and purchase quantity changes by legal entity.
Note
A legal entity appears in the list only if vendor products that have been imported are approved and released to the legal entity. If no products have been released to a legal entity for the vendor, the list is empty.
In the lower pane, on the Price tab, review the pricing for a selected product. The current price and new price are displayed in the currency and unit of measure in which the product is offered.
On the Name and description tab, review the name and description of a selected product in specified languages.
On the Attribute tab, review the attribute values that are assigned to a selected product.
On the Purchase quantity tab, review changes to the purchase order quantity requirements and purchase lead time for the selected product.
In the upper pane, select the products that you want to approve, and in the workflow message bar, click Actions > Approve. Approved products are added to the product master.
In the upper pane, select the products that you want to reject, and in the workflow message bar, click Actions > Reject. Products that are rejected are not added to the product master.
Click Release products to legal entity, and then in the Release products to legal entity form, select the legal entities in which the vendor’s approved products will be available. Corresponding trade agreements will be created for the products in these legal entities. Products must be added to the product master and be available in the legal entities before they can appear in the procurement catalog.
Note
If you do not release the approved products to the legal entities by using the Catalog approval page form, you can release approved products to legal entities by using either the Vendor catalogs list page or the Update catalog form.
See also
Import a catalog from a vendor