Purchasing policy (form)
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
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. |
See also
Category access policy rule (form)
Purchase requisition control rule (form)
Purchase order creation and demand consolidation rule (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).