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Purchase requisition lines without procurement category

Posted on by 285

Hi, 

we are not able to pick the item without the procurement category in the purchase requisition. 

My client wants to enter the purchase requisition in three ways, 

1. PR with procurement category and project category - we can able to do this.

2. PR with procurement category - we can able to do this.

3. PR with only inventory item, not the procurement category - this way we are not able to do it. It is asking the procurement category as mandatory field.

Please share your comments on how to enter a PR without a procurement category for an inventory item.

Thanks in Advance.

  • BanuReddy Profile Picture
    BanuReddy 285 on at
    RE: Purchase requisition lines without procurement category

    Thanks for your reply, Ludwig. 

    Initially, I was scared having the procurement category in the purchase order will result in different transactions in vouchers. 

    But that is not the case. After viewed your question. 

    I tried creating a PO in two ways. 

    1. having the procurement category and item in the PO 

    2. removed the procurement category from the item form and enter PO only with the item. 

    In both cases, I got the same voucher transaction. 

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Purchase requisition lines without procurement category

    Good morning BanuReddy,

    What is the major worry that you have if you have the procurement category visible in the PR?

    If the category is linked to your item then there is no extra selection / typing necessary.

    So, there seems no 'harm' done by having this info in the PR and if you don't want that people see this column, simply hide it from the form.

    Best regards,

    Ludwig

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 12,740 on at
    RE: Purchase requisition lines without procurement category

    You can also refer to this blog for further clarification and understanding.

    daxing2012.wordpress.com/.../

    Hope it clarifies and helpful for you.

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 12,740 on at
    RE: Purchase requisition lines without procurement category

    Hi BanuReddy,

    Actually the procurement category is a mandatory field in the purchase requisition screen, the reason being procurement category help the business in raising purchase requisition easily.

  • BanuReddy Profile Picture
    BanuReddy 285 on at
    RE: Purchase requisition lines without procurement category

    6567.Capture.JPG

    Thanks for your response Idress. when I did this setup, after releasing the PR. I noticed the procurement category in my purchase order. I don't want the procurement category in my purchase order. I need only items in the purchase order.

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 12,740 on at
    RE: Purchase requisition lines without procurement category

    Hi BanuReddy,

    Please perform the following steps to create and link default Procurement Category hierarchy on Product screen.

    1. Create Procurement hierarchy from Product information Management > Setup > Categories and attributes > Categories and attributes and select associate hierarchy type as "Procurement category hierarchy"

    8080.PNG

    2. Link this hierarchy on Product card > Product categories.

    11164.PNG

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