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 22,342 Moderator on at

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RE: Procurement Policy - Category Rule

Hi

It depends on your requirement, categories need to be set up company policy if your requirement like this case.

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Pratik Bhosle 414 on at

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RE: Procurement Policy - Category Rule

Thanks ! Does it mean all that categories which has two-way matching need to be set up under "Company Policy" right ?

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Pratik Bhosle 414 on at

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RE: Procurement Policy - Category Rule

Thanks MATTGUO

That answers my question..............

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MATTGUO 22,342 Moderator on at

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RE: Procurement Policy - Category Rule

Hi

Vendor selection does not work for match way in PO, you need to configure for specific vendor and match way as my screenshots show.

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Pratik Bhosle 414 on at

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RE: Procurement Policy - Category Rule

Any luck ?

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Pratik Bhosle 414 on at

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RE: Procurement Policy - Category Rule

Hi MATTGUO

Thanks for your quick response. I have tried using PR and it restrict me using other supplier for the same procurement category "Kitchen Supplies". Remember "kitchen supplies" is a sub-category with parent as "Purchase". With my testing its proving me that it still drives the rule from parent category unless i create new parent category for office exp.

Thx

P

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MATTGUO 22,342 Moderator on at

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RE: Procurement Policy - Category Rule

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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Pratik Bhosle 414 on at

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RE: Procurement Policy - Category Rule

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 22,342 Moderator on at

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RE: Procurement Policy - Category Rule

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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RE: Procurement Policy - Category Rule

Remember kitchen supplies is a sub category within purchase category

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