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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / How to add items for P...
Supply chain | Supply Chain Management, Commerce
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How to add items for Purchase Requisition

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Posted on by Randz 57

Hi Community,

How can I add an item to the purchase requisition line without having to link it to the procurement categories?

I am trying to avoid having to link all my released products to the related procurement categories for the purpose of being able to use them on the purchase requisition.

Thanks in advance,

I have the same question (0)
  • qianwang Profile Picture
    qianwang 7,168 on at

    Hi Randz,

    Why do you need to avoid the item linked to the procurement categories?

    The item can only display when it is added to the procurement categories. Or you can try to use the category in the PR line instead of the item number.

    Regards,

    QianQW

  • Randz Profile Picture
    Randz 57 on at

    Hi QianQW,

    Thanks for your reply. I am new on AX/D365.

    I find this process unconventional because if you create a purchase order you can add an item as a line even though that item is not linked to a procurement category.

    However on the purchase requisition the process is different, you can only use the item if it is linked to a procurement category and I am not sure why this is the case?

    The challenge that we are having with my client is that, we want to use procurement categories only for expense purchases (i.e. travel) and items/ products for inventory/ stocked items. Note, the procurement process must always start with a purchase requisition.

    Regards,

    Randz

  • Verified answer
    qianwang Profile Picture
    qianwang 7,168 on at

    Hi Randz,

    The purchase requisition is an internal document that authorizes the purchasing department to buy items or services. We need to use purchasing policy to control the requisition process, which helps procurement administrators implement their procurement strategy by creating a policy structure.

    You also need to set up policies for procurement category.docs.microsoft.com/.../set-up-policies-procurement-category-hierarchies

    Regards,

    QianQW

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