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Session Id : cVJ1KBieYbX0IowM/inMIV
Microsoft Dynamics AX (Archived)

How to add items for Purchase Requisition

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Posted on 28 Feb 2016 09:53:10 by 470

Hi,

In released products, I have opened up an item and attached procurement category. At the time of making PR, system is not showing me that item in 'Add items' window. Purchasing policy is configured as well. Please guide which parameters I am missing.

Awaited of kind response....

Thanks in advance.

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  • Suggested answer
    Daxer Persson Profile Picture
    3,005 on 11 Sep 2017 at 06:21:04
    RE: How to add items for Purchase Requisition

    The worker (=you) should be assigned a position and on this position then Department (as operating unit) should be populated.

  • hamzarashid Profile Picture
    105 on 11 Mar 2016 at 12:59:14
    RE: How to add items for Purchase Requisition

    Please published the Procurement catalog because System only shows the item on the PR if the Display status on the procurement Catalog is to "yes" but when A new item is opened/Created the default status is "No" so after publishing the Procurement catalog system will set the status to "Yes" for the New items and items will start showing in the PR form.

    Just go to Procurement and Sourcing -->>Common--->>Catlog--->>Procurement catalogs and select the catalog and hit the "Publish catalog" button

  • Suggested answer
    fatihgork Profile Picture
    3,817 on 28 Feb 2016 at 12:34:15
    RE: How to add items for Purchase Requisition

    Hello Muhammad,

    Please check:

    1. Worker and user relations

    2. Department of the worker (This can be found on worker's position)

    3. Valid category access rules in purchasing policies for this department

    4. The item must be assigned to the correct node of the hierarchy which have "Procurement" category role

    If those are all correct then:

    There is a parameters button on purchasing policies. That form lets you define the hierarchy for each rule. If the company is above department hierarchy for category access rule for example, everyone will be restricted according to a company policy. If there is not a company policy, then the application will look for department based policies.

    Hope that helps.

  • Suggested answer
    Community Member Profile Picture
    on 28 Feb 2016 at 11:08:05
    RE: How to add items for Purchase Requisition

    Are you abel to enter that item manually in requisition lines?

    Are you able to enter any other items in PR lines?

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