Prevent Procurement Category Parent from Being Used on Purchase Requisition

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Posted on by Yepitsme

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Is there a way to not have users see the parent categories from the catalog when creating a purchase requisition? I thought about using the policies but vendor is not a requirement on the PR so if no vendor, the category policy does not work.

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Charlotte X Microsoft Employee on at

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Hi Yepitsme，

When creating a purchase requisition, you should first set the purchase category hierarchy and add vendors and products to the purchase category. Each purchase category can be associated with a specific vendor, product, etc.

However, the parent category of the purchase category cannot be hidden by searching related documents and performing the following operations.

Set the purchase category hierarchy and add vendors to the purchase category.

Procurement and sourcing>Procurement categories

create procurement catalogs.

Procurement and sourcing>catalogs>procurement catalogs

Set the purchasing policies.

Procurement and sourcing>Set up>Policies>purchasing policies.

If you need specific operation steps, please check the following links:

Set up a procurement category hierarchy - Supply Chain Management | Dynamics 365 | Microsoft Learn

Create a procurement catalog - Supply Chain Management | Dynamics 365 | Microsoft Learn

Create purchasing policies - Supply Chain Management | Dynamics 365 | Microsoft Learn

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