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Tag Archives: Purchasing policy

Can’t see a category on purchase requisitions but can on purchase order

October 24, 2016by Lachlan Cash Leave a comment

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 […]

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Procurement and sourcing

Purchasing policy – Requisition control purpose rule

May 19, 2015by Lachlan Cash Leave a comment

If you have a mix of requisitions that you want to allow some expense type requisitions other requisitions for items that might need to be served from other internal departments, […]

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Procurement and sourcing, Product information management

Add an purchase requisition field to policy for workflow validation

May 8, 2015by Lachlan Cash Leave a comment

In a previous post I did an overview of the requisition control rule that you can setup in the purchasing policy. As noted in the previous post there are only […]

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Development, Procurement and sourcing

Purchasing Policy – Requisition control rule

May 8, 2015by Lachlan Cash 2 Comments

The Purchase requisition Control rule is setup on the Purchasing policy. This is a handy policy for enforcing additional validation on some of the fields in the requisition upon workflow […]

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Procurement and sourcing

Purchasing Policy – Category access policy

May 8, 2015by Lachlan Cash 2 Comments

When you are working with purchase requisitions the purchasing department you might want to control which vendors people in the organization can purchase from so that you can take advantage […]

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Procurement and sourcing

Purchasing Policy – Category access policy rule

May 4, 2015by Lachlan Cash Leave a comment

The category access policy rule can be used to hide specific categories from parts of the organization. This is setup in the purchasing policy and the association of the policy […]

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Procurement and sourcing

Purchasing Policy – Catalog policy rule

May 2, 2015by Lachlan Cash Leave a comment

The purchasing policies in AX2012 give the procurement team to set rules on what people can do in the systems. Thing of the policy as configuration options. Policies are specific […]

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Procurement and sourcing

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Top Posts & Pages

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    Exchange Server sync in AX2012 R3 CU8
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    Configuring User Request Workflow for Claims users
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    Vendor invoice approver workflow - user selected
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    Decimals, prices, UoM, currency, rounding
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    Global address book secure by legal entity

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