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Use procurement categories with project purchase orders and pending vendor invoices

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Applies To: Project Operations for resource/non-stocked based scenarios

Purchasing professionals can create and maintain catalogs of the items and services that can be used in project purchase orders and pending vendor invoices. Procurement catalogs give you an easy way to categorize purchases without having to configure and use a released products catalog. Each procurement category can be mapped to a project category for time, expense, or item transactions. After a pending vendor invoice that uses a procurement category is posted, the system will create time, expense, or material project actuals, project transactions, and subledger entries.

Minimum version requirements

The following versions are required to use procurement categories with project purchase orders for Microsoft Dynamics 365 Project Operations non-stocked/resource-based scenarios:

  • Project Operations Dataverse solution version 4.41.0.45 or later
  • Finance and operations environment version 10.0.26 or later

Run dual-write maps for procurement category support

Make sure that the mapping for Project Operations integration project vendor invoice line export entity msdyn_projectvendorinvoicelines uses version 1.0.0.4 or later.

Enable the feature key for procurement categories

Follow these steps to enable the functionality for using procurement categories with project purchase orders.

  1. In Dynamics 365 Finance, open the Feature management workspace.
  2. In the feature list, find the Use procurement categories in Project Operations for resource based/non-stocked scenarios feature, and then select Enable.

Important

As a prerequisite, you must also enable the Enable pending vendor invoices on Project Operations for resource based/non-stocked scenarios feature.

Map project categories in the Procurement category hierarchy

Follow these steps to map project categories to procurement categories in the Procurement category hierarchy:

  1. Go to Procurement and sourcing > Procurement categories.
  2. Select Edit category hierarchy.
  3. Select the desired category hierarchy node, and then, on the Assign project categories tab, associate the node with the project category from the Time, Expense, or, Item Project category (that is, the Default-Time or Default-Expense category).
  4. Select Save.
  5. Close the page.

Note

Mapping a procurement category to a project category is optional. If a procurement category isn't mapped, the system will use the value that is set in the Item field in the Project category defaults section on the Project Operations on Dynamics 365 Customer engagement tab of the Project management and accounting parameters page.