Procurement categories (form)

Article
03/25/2015

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 > Categories > Procurement categories.

Use this form to assign vendors, products, and attributes to categories in the active procurement category hierarchy. You can set characteristics at a parent category level and then require subcategories to inherit all characteristics from the parent category. You can also manage the characteristics and settings for each subcategory individually.

Note

This topic has been updated to include information about features that were added or changed in the following hotfix for Microsoft Dynamics AX 2012 R3 Cumulative Update 8: KB3047235

In the left pane, click the category that you want to manage.

Tasks that use this form

Key tasks: Set up a category hierarchy

Key tasks: Set up and maintain procurement category hierarchies

Navigating the form

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

Tabs

Tab	Description
General	View the name and other details about the category.
Products	Add products to the category.
Product attributes	Select attributes to assign to products in the selected category.
Vendors	Add approved or preferred vendors to the category.
Vendor evaluation criterion groups	Select rating criteria for vendors in the category. For more information, see Add vendor evaluation criterion groups (form).
Questionnaires	Add questionnaires that a vendor must complete, and view the questions in a questionnaire. For example, add a questionnaire that a vendor must complete before the vendor is approved for the category.
Item sales tax groups	Assign an item sales tax group that applies to the purchase of products in the selected category.
Category attribute values	Assign values to category attributes. You add category attributes in the Category hierarchy form. For example, you add an attribute of Manager to a category. The data type for this attribute is Text. For each category, you enter the name of a category manager as the value for this attribute.
Category page	Select a category page to display in the procurement catalog for the category. The category page displays characteristics, announcements, and images for the category. For more information about how to create a category page, see Category hierarchy (form).
Commodity codes	View the alphanumeric codes that you assign to the selected category. Commodity codes can be associated with standard industry code systems.
Assign project categories	Assign a project category as the default project category for the selected procurement category. Note The Assign project categories FastTab is available only for procurement and sales category hierarchy types. For more information about category hierarchy types, see Category hierarchy types (form).

Buttons

Button	Description
Edit category hierarchy	Make changes to the procurement category hierarchy, such as adding and renaming a subcategory.
Evaluation	Open the Rating on vendor evaluation criteria form, where you can rate a vendor in the selected procurement category. The ratings for a vendor are displayed in Enterprise Portal for Microsoft Dynamics AX.
View criteria	View the rating criteria that are assigned to the selected vendor evaluation criterion group.
View questions	View the questions that appear in the selected questionnaire.
Reset value	Clear values that are assigned to attributes in the selected category.

Fields

Field	Description
Buying legal entity	Select the legal entity that uses the procurement category hierarchy.
Code	The commodity code identification number that is assigned to the category.
Active	Indicates whether the category is in active status.
Activated date:	The date on which the category was created.
Modified date:	The most recent date on which the category was modified.
Classify as tangible product	Select the check box to indicate that only tangible products are assigned to the category.
Default category threshold	Enter the amount to use for new threshold keys for the selected category. This amount is entered as the default threshold amount when you create a purchasing policy that uses the Spending thresholds by category policy rule. This control is available only if the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. In Microsoft Dynamics AX 2012 R3 Cumulative Update 8, the Commitments (France) regulatory document type is selected in the Budget parameters form, when the following hotfix is installed: KB3047235 In cumulative update 7 for Microsoft Dynamics AX 2012, the Use French public sector accounting rules check box is selected in the Budget parameters form. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Type	The data type of the attribute. For example, the type for an Installation included attribute is Boolean. If you select Installation included as an attribute for a procurement category, the person requesting a product from the category must select a Boolean value of either Yes or No. This selection indicates whether installation is included in the cost of the product. For more information about attributes, see Attribute types (form).
Inherit attributes from parent category:	Select this check box to assign the same attributes to the selected subcategory that you assign to its parent category.
Inherit vendors from parent category:	Select this check box to assign the same vendors to the selected subcategory that you assign to its parent category. The approved or preferred status of a vendor is also inherited.
Inherited from	The name of the category from which the vendors, products, questionnaires, or other attributes were inherited.
Inherit vendor evaluation criterion groups from parent category:	Select to this check box to assign the same vendor evaluation criterion groups to the selected subcategory that you assign to its parent category.
Activity type	Select the purpose for a questionnaire.
Inherit questionnaires from parent category:	Select this check box to assign the same questionnaires to the selected subcategory that you assign to its parent category.
Category page:

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