Purchasing Policies in Microsoft Dynamics AX 2012

Posted on: April 10, 2017 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Dave Occhionero

Microsoft defines a purchasing policy as a collection of policy rules.   This policy can be assigned to multiple organizations within AX and can be assigned very easily by selecting an organization from a list.  I wanted to dive into each purchase rule and provide a high level overview for each.  You will notice that there are options on each rule to:

1.      Create a policy rule

2.      Retire a policy rule

3.      Change the dates of policy rules

 

Rules

1.      Catalog policy rule– Shows which catalog is active for the selected policy rule.

 

2.      Category access policy rule – This is used to manage employees’ access to specific categories.  You can select and remove as necessary.

 

3.      Category Policy Rule- Determine what is required for particular categories.

 

4.      Re-approval for purchase orders – This rule dictates what fields require a re-approval when they are changed.

 

5.      Purchase requisition RFQ rules- This rule is created when we want to use the Request for Quote functionality from a Purchase Requisition.  (Remember Request for Quotations that come from Purchase Requisitions can only be created from Purchase Requisitions and cannot be manually added)

 

6.      Purchase requisition control rule- This rule allows additional validation on purchase requisition fields.

7.      Requisition purpose rule- This rule is established to state how we satisfy our demand for requisitions.

8.      Replenishment category access policy rule- This rule determines which products are available on the Purchase requisition when we have a replenishment purchase requisition.

9.      Replenishment control rule- This controls what values are required for executing replenishment purchase requisitions.

10.   Purchase order creation and demand consolidation – This rule determines what policy rules will be used when a purchase order is generated from a purchase requisition.

For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817.

All the best!
Logan Consulting
www.loganconsulting.com

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