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Is there a way to default the accounting distributions on a "procurement category" item in a purchase requistion in Dynamics AX2012? Also, is there any way a purchase requisition can be pushed through workflow without an accounting distribution?
You should be able to make settings in the Posting form. (Click Inventory and warehouse management > Setup > Posting > Posting.). You can select Category in the Item code field (the other options are the well-know Table/Group/All).
You can also set up the Item sales tax group for each category in the Category item menu (must be opened from the Procurement and sourcing menu, not from Product information management).
Is that what you need?
Type of vendor invoice line = A procurement category or a product that is not stocked
Order of priority that determines where the main account is displayed from:
1.The accounting distribution for the purchase order line, if the vendor invoice line references a purchase order line.
2.The Main account field when Purchase expenditure for expense is selected in the Posting form. (Click Inventory and warehouse management > Setup > Posting > Posting.)
Order of priority that determines which default financial dimension is displayed:
1.If the invoice line references a purchase order line, use the account distribution for the purchase order line.
2.If the main account is an allocation account, use the default value from the allocation account definition.
3.Use the default financial dimension values on the vendor invoice.
4.Use the financial dimension values from the vendor invoice line.
5.Use the default financial dimension values from the main account in the Main accounts - chart of accounts: %1 form.
I don't believe there is any way to change the requirement for account distribution in order to submit to workflow.
Julie - As GeorgeC has indicated below, you can default a main account for procurement category by specifying it on Inventory and warehouse management > Setup > Posting > Posting. The category used for defaulting is under Purchase Order tab. The Category is Purchase expenditure for expense. The item code should be set to Category.
I am facing a similar problem.
We are trying to use Procurement Category for acquiring FA using Purchase Requisition.
As the FA posting accounts are defined in FA Module. We haven't defined any default accounts on Procurement Category.
We are unable to submit the PR for workflow.
It seems this is a bug.
How can such simple mapping issues not be addressed by MS.
Julie - Were you able to default the main account from Procurement category to Purchase requisition line? We have the similar issue here. The account posting is set up for category but it is not loaded to Requisition line.
I have tried all suggestions and AX2012R3 does Not Populate the Financial distributions automatically from the Postings defined by the Procurement Categories. I will update when we work out a solution.
As to the Original question of this thread: a developer can comment out the requirement to submit a requisition without the requirement of an accounting distribution. The workflow must of course be designed to update the accounting distribution at some point prior to generating the PO.
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