Category wise access to users in procurement in purchase requisition in Microsoft Dynamics 365 Finance and Operations one version

1

Configure procurement catalog/procurement category hierarchy and categories

2

Purchasing policies - by dept e.g. IT for allowing Computers purchase from Procurement catalog (which should be published)

3

In Procurement catalog, add items and ensure display property = true to show in Purchase requisition

4

Purchasing policies - catalog policy rule - select procurement catalog

5

Purchasing policies - catalog access policy rule - select categories from procurement catalog e.g. Computers

6

Purchasing policies - Purchase requisition control rule - select fields to make mandatory in workflow (e.g. receiving operating unit)

7

Purchasing policies - Requisition purpose rule - specify default req. purpose (e.g. consumption)

8

Employee linked to user creating requisition - to have position in that department

9

On released products, ensure procurement category is assigned

10

On procurement catalog, then item is allowed to display and activate and publish catalog

11

Purchasing policies - Category policy rule - to allow vendor criteria (all or approved….) based on catalog/procurement category

12

Reactivating purchasing policies can only be done in tablebrowser https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=USMF&mi=systablebrowser&tablename=SysPolicy    as UI does not give option to re-activate and then again all individual policies and yet does not work.

DO NOT RETIRE A PURCHASING POLICY, just close on dates on individual policies