Procurement Policy - Category Rule

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Posted on by Pratik Bhosle

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Hi there !

I have been trying to achieve scenario where I have procurement category "Purchases" set up for "Three Way Matching" policy and few sub-categories under "Purchases" such as Kitchen Supplies and all is set up as "Two Way Matching" so that I can avoid good receipt step.

I have also applied "Two Way Matching" policy on specific supplier that uses those sub-category. With this setting i can post the invoice without receipt but when i use Kitchen Supplies for other supplier, it drives the Category Rule from "Purchases" which is Three Way Matching.

I can achieve this creating additional procurement category, however business don't want more.

Is there any other way to achieve this solution ? I use AX2012 R3 CU9.

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MATTGUO 22,349 Moderator on at

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Hi Pratik,

Specific vendors use Two way matching, kitchen supplies use company policy, company policy use three way matching, other vendors use company policy, that will achieve requirement.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

What do you enter in your purchase order lines?

A category only or an item that has a linked category?

Can you share a screenprint?

Many thanks,

Ludwig

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Pratik Bhosle 414 on at

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Hi MATTGUO

Thanks ! this way it will control by the company policy on purchase order line level which automatically comes as three way.

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MATTGUO 22,349 Moderator on at

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Hi Pratik,

Doesnot it work?

For specific vendors, it will use two way matching with the kitchen supplies category.

For other vendors, it will use three way matching with the kitchen supplies category.

Isnot that this case?

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Pratik Bhosle 414 on at

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Thanks Ludwig

I enter procurement category only, we do not have items.

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Pratik Bhosle 414 on at

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Hi MATTGUO

I have tried with both the scenarios mentioned by you..the result for first one is fine but second takes two-way which is wrong.

If you have tested, can you plz share screenshot.

Kr

Pratik

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Pratik Bhosle 414 on at

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Remember kitchen supplies is a sub category within purchase category

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MATTGUO 22,349 Moderator on at

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Hi

Category and company matching way:

Two vendors matching way:

PO line matching way of automatic:

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Pratik Bhosle 414 on at

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Thanks !!! what does company policy do ?

Where do i check company policy ? and how do i set up ? I have changed to company policy but no luck..unless i miss any config.

Thx

P

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MATTGUO 22,349 Moderator on at

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Hi

I think i know what error you have. "Vendor selection" field in category policy rule just applies to PR, does not PO. So, you can not achieve your requirement as the way you shown.

Please check my screenshots.

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