RFQ – Vendor Search
In an early post we have a look at the vendor auto add. If category is too narrow to search or you want a shorter list of vendors then you can […]
Category Archives: Procurement and sourcing
RFQ Journal
You are entering RFQ’s it helps to understand a little behind what is created. From the initial list page you create an RFQ case. The case acts as a container […]
RFQ – Auto-add vendors to the lines
If you are doing a lot of RFQ’s to a common set of vendors then you might want to use the auto-add function. This works based on the category that […]
RFQ expiration date – days offset
If you are setting up request for quotes it helps to go through the parameters to see if they can help save you some time updating fields. One is the […]
View purchase order versions
In a previous post we had a look at the change control workflow on a purchase order. If you don’t want the formal workflow but just wanted to see what […]
Can’t see a category on purchase requisitions but can on purchase order
One of the benefits of the procurement module in AX is the policies. These parameters allow you to control what happens in different processes. If you have just setup a […]
Purchase requistion permissions
When you are setting up a business flow for purchase requisitions you should check what permissions someone needs to place requisitions on behalf of other people. For example perhaps an […]
Release approved purchase requisitions
If you are using purchase requisitions there are may different types of materials and therefore potentially workflows that you might go through in your organization. Sometimes you want to add […]
Setting up a new expense category and GL account
If you are looking to use AX for coordinating some of your purchasing of expense there is a lot of functionality in AX to control the process. Some of the […]
Setting up a new category and expense account
If you are looking to manage your expenses type purchases then it helps to categorize them. When an employee enter purchase orders or requisitions then it’s usually difficult to educate them […]
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