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Dynamics 365 Community / Forums / Supply Chain Management forum / Purchase requisition /...
Supply Chain Management forum

Purchase requisition / order - restrict vendors by category

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Posted on by Andy_T 330

Hi All

I wonder if anyone can shed any light on how to restrict vendors by products using a procurement category / policy?

I have created my procurement category and added products to a particular node. I then added a preferred and an approved vendor.

I then created a purchasing policy and defined a category policy rule for the node - 'Allow only suppliers that are preferred or approved for this category'.

I was expecting to get an error message when if I created a new requisition (or purchase order) for a product - using 'add products' and selecting a product from my category node IF the requisition/order is not for one of the vendors in the category.

I am able to raise the order and submit it to workflow without error.

Am I misunderstanding the purpose of the policy?

Thanks

Categories:
Supply Chain Management
I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    ideally the Category policy rule when used with a specific category and vendor selection marked as "Allow only vendors that are preferred or approved for this category" should restrict.

    Try to see if there is any other open policy that may be allowing.

  • Andy_T Profile Picture
    Andy_T 330 on at

    Hi

    Mine is the only active policy that effects my legal entity. There are a few others but they point other entities / procurement categories.

  • Andy_T Profile Picture
    Andy_T 330 on at

    I see the issue now - I was expecting the rule to be effective when picking items from the catalogue via 'add products' when in fact it is only enforced when you add an item via add line and then try and select a vendor manually. Not sure if this is the desired functionality or if I've just stumbled on it by chance.

  • MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Miller,

    The vendor selection in purchasing policy just works for procurement category, not specific item.

    For the vendor of specific item when creating PR, it comes from item master, purchase agreement line and trade agreement.

    As a requester, he couldnot decide which vendor to choose. When in review status, the approver can select all vendor.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    +1 Matt

    A requisitioner should only requesting without worrying about whom to buy from when it's stocked product

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