Purchasing policy (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Setup > Policies > Purchasing policies. On the Purchasing policies list page, on the Action Pane, in the New group, click Policy.

Use this form to create policy rules for procurement activities. The following table shows the types of policy rules that are available and the purpose for each rule type.

Policy rule type	Purpose
Catalog policy rule	Control which catalog is displayed on the procurement site in Enterprise Portal for Microsoft Dynamics AX.
Category access policy rule	Manage employee access to specific categories in the procurement category hierarchy.
Category policy rule	Specify the vendors that employees can select for procurement category lines on a purchase requisition.
Purchase requisition RFQ rules	Specify the criteria for requiring a request for quotations (RFQ) for a purchase requisition line.
Purchase requisition control rule	Specify the information that is required in a purchase requisition.
Purchase order creation and demand consolidation rule	Specify the parameters for consolidating a group of approved purchase requisitions into a purchase order.

Tasks that use this form

Set up a procurement catalog policy rule

Set up policies for category hierarchies

Set up policy parameters

Configure purchase requisition parameters

Set up rules for demand consolidation and for creating purchase orders

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Enter a name and description of the new policy.
Policy organizations	Select the organization to which the policy applies. You cannot select an organization that is already associated with a policy. You can select more than one organization for the policy.
Policy rules	Create and maintain policy rules by type of policy.

Buttons

Button	Description
Retire policy	Retire the selected policy rule.
Parameters	Open the Policy parameters form, where you can select the organization types and define the order of precedence for policies that are enforced during the purchase requisition and purchase order creation processes.
Create policy rule	Create a new policy rule.
Change date	Change the expiration date of the selected policy rule.

Fields

Field	Description
Policy rule type:	Select the type of policy that you want to create for the selected organization, and then click Create policy rule to open the applicable form for the selected policy rule type. When you create a new policy rule, the rule is displayed on the Policy rules FastTab.
Effective and Expiration	The start date and end date for the period in which the rule applies. Note Effective and expiration dates are handled differently for the Spending thresholds by category policy rule. This policy rule is available for public sector entities in France. For more information, see (FRA) Set up a policy rule for spending thresholds by category (Public sector).
Include parent rule	If this check box is selected, a policy rule from the parent organization is considered when the policy rules of the selected child organization are applied. Note This option is only available for the Category access policy rule rule type.