Update catalog (form)

Artigo
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 > Common > Catalogs > Vendor catalogs. Click Catalog to add a new vendor catalog, or click Edit to view the details of an existing vendor catalog.

Use this form to add a new catalog maintenance request (CMR) file for a vendor catalog. You can also use the form to view an existing CMR file. After you create a vendor catalog, you can upload, remove, or view the details of the CMR files for the vendor catalog. You can also view the status of the CMR files for the legal entities in which the vendor is authorized to supply products.

Tasks that use this form

Import a catalog from a vendor

Validate and approve imported catalogs

Navigating the form

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

Tabs (Action Pane)

Tab	Description
Catalogs	Add a new vendor catalog, and release approved products to the legal entities in which the vendor is authorized to supply products. You can also enable automated approval for CMR files that the vendor submits, view the vendor's profile, and download a new template for CMR files.

Tabs (lower pane)

Tab	Description
Details	Enter or view the vendor name, catalog name, and description for the vendor catalog. You can also view whether the CMR files are automatically approved when catalogs are imported.
Catalog file status per legal entity	View whether the approved products in the selected CMR file have been released to the legal entities in which the vendor is authorized to provide products.
Catalog file history	Upload a new CMR file, and view the details and status of the CMR file.

Buttons (Action Pane)

Button	Description
Catalog	Open the New catalog form, where you can enter the vendor name, catalog name, and description for a new vendor catalog. You cannot upload CMR files and associate the files with a vendor catalog until you create the catalog.
Release approved products	Open the Release approved products form, where you can select the legal entities in which you want the vendor's approved products to be available. You can also create the trade agreements.
Enable automated approval	Specify that all CMR files that are received from the selected vendor are automatically approved by using the workflow. No manual review is required.
Disable automated approval	Specify that all CMR files that are received from the selected vendor must be manually reviewed by using workflow.
Delete	Delete a vendor catalog. When a catalog is deleted, it remains in the catalog list. CMR files cannot be associated with a deleted catalog. Additionally, products that are contained in a deleted catalog can no longer be ordered.
Vendor profile	Open the Vendors form, where you can view the details of the vendor for the selected vendor catalog.
Generate catalog template	Download the catalog template that the selected vendor must use to create and submit a CMR file for its products. The catalog template is an .xsd file. Select one of the following options: Procurement category – Generate a catalog template that includes the procurement categories in which the vendor is authorized to provide products. When a CMR file is created, the products that are included in the file are mapped to the procurement categories in the catalog template. Commodity code – Generate a catalog template that includes industry-standard commodity codes. When a CMR file is created, the commodity codes are used to map the categories of the products.

Buttons (lower pane)

Button	Description
Upload file	Select and upload CMR files that you received from the vendor.
Details	View the detailed product data that is included in the CMR file, and approve or reject selected products.
Event log	View the process history of the CMR file. The process history lists the specific action that was taken for the products during each step of the process for importing a vendor catalog. The history also lists the errors that occurred for the products during each step.

Fields

Field	Description
Vendor	The vendor that owns the vendor catalog.
Name	The name of the vendor catalog.
Automated approval	View whether the selected vendor is set up for automated approval. All CMR files that are received from the vendor are automatically approved by using workflow. No manual review is required.
Legal entity	The legal entities in which the vendor is authorized to provide products.
Released status	Of the total number of products that were submitted in the CMR file, the number of products that were released to the legal entity.
File size (MB)	The size of the CMR file. CMR files contain product details, product images, or a combination of product details and product images.
Upload date	The date that the CMR file was uploaded into Microsoft Dynamics AX.
Status	The status that is assigned to the CMR file during the import process. The following values are used: New – The file is a newly uploaded file. In progress – The import process has been started but is not yet complete. Pending approval – The file is in review, but has not yet been approved or rejected. Succeeded – The products in the file were uploaded, and no errors occurred. Succeeded with warnings – The products in the file were uploaded, but errors occurred for one or more of the products. To view detailed information about the status of a file, click Event log. Note If you enabled the vendor catalog for automated approval, you may frequently see this status for the CMR file, because there is no manual review of the products that the vendor submits. Failed – The file could not be uploaded. To view detailed information about the status of a file, click Event log.
Upload type	The products that are included in the CMR file either replace all products in the existing vendor catalog or provide updates to the products in the existing vendor catalog.
Effective date	The date on which the prices in the CMR file take effect.
Expiration date	The last date on which the prices in the CMR file are valid. If no expiration date is specified, the prices remain in effect indefinitely.
Approved	The number of products in the CMR file that were approved for import. This field is automatically updated after the CMR file is processed.
Rejected	The number of products in the CMR file that were rejected for import. This field is automatically updated after the CMR file is processed.
Total	The total number of products that the vendor submitted in the CMR file. This field is automatically updated after the CMR file is processed.

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