Approved and Preferred Vendor for Procurement Category

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Posted on by Tej

Hello Expert,

I have done the setup for the purchasing policy for procurement category where i have defined approved and preferred.

vendor. When I created purchase requisition for Non catalog item and assigned the procurement category. I am able view only approved and preferred vendor. All this setup done in Demo server and working fine.

My question is when i have done the same setup in client machine AX 2012 R2, i am not able to see the Approved and Preferred Vendors. Is there any setup issue ?

Note:- Client is having multiple legal entity and all the vendors are shared through Virtual company setup.

kindly advise on this matter.

Thanks

Tej

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Albrecht Prieler 857 on at

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Hello Tej,

did you check approved vendors Setup on the released products?

where did you do Setup of approved vendors?

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Galyna Fedorova 3,566 on at

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Hi Tej,

Have you configured Accounts Payable > Vendors > All vendors > General tab on the Action pane > Categories section with valid Effective and Expiration dates?

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Tej 55 on at

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Hello Albrecht,

The requirement is for the non catalog item. So release product will not come into picture. We are trying to add the procurement category at the time of Purchase requisition. we will define the category. for the the vendor it should show the Approved and preferred vendor which are defined on the category and the same which is mentioned in purchasing policy.

I am able to achieve this scenario in demo data for USMF company. It is not working in client environment.

Thanks

Tej

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Tej 55 on at

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Hi Galyne,

Yes, All the setup has been done.

Please find the screenshot for the reference.

Thanks

Tej

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Sagar Suman 6,550 Super User 2025 Season 2 on at

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HI Tej,

The only options from which vendor is available as an option on purchase requisition are as below

1 > Vendor on item master

2 > trade agreement with Vendor

3 > Vendor on item coverage.

Note - Approved vendor list has nothing to do with getting vendors made available on purchase requistion as a choice as it is for purchase orders after requisition is approved.

Please check the above three points in the environment where you are getting the vendor data.

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Tej 55 on at

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Hi Sagar,

Thanks for you answer. My requirement is for non catalog item which i have specified in my question. I am able to achieve this scenario in Demo data for Contoso but it is not working in client environment. I believe this is due to Virtual company setup where table are shared and vendor too. I will log case with MS for their advise.

Please find below screenshot for your reference. where i am able to achieve this in Demo data.

List of Vendor

[View:I have 7 vendor for MXMF.:5:10]

Procurement Category Setup for Approved Vendor

PR creation where have defined procurement category and for vendor selection i am able to see only two vendor which is defined as approved in the category level.

Hope you are now aware what is my issue in client environment.

Thanks

Tej

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