Vendors selection are not allowed on PR line

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Posted on by Ashraf Nasrat

Hi all,

I have a requirement to raise a purchase requisition (PR) for an internal catalog item. The user should be able to select a vendor on the PR line from limited list of vendors when there is a valid price trade agreement. Now, the vendor field is allowing me to select only vendor with the Lowest trade agreement purchase price, and the primary vendor only, regardless the "Category Policy Rule", or "Approved vendor list" by product or by category either.

My customer policy wants to give the flexibility for the requester to predetermine vendor on PR from limited range of suppliers, as long as it is for an internal catalog item,and as long as the supplier is approved and has known price.

Does any one have a clue for this? Why is it forcing the lowest purchase price?

Thanks in advance!

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Andreas Raithel 4,963 Moderator on at

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RE: Vendors selection are not allowed on PR line

Hy Ashraf,

I just configured your scenario at my environment and it works for me as expected.

At "Category Policy rule" select your product category and "Allow only vendors that are preferred or approved for this category"

Furthermore if you insert a prodcut with Add line or Add products to the PR Line both vendors (one comes from Standard Vendor at item, on comes from procurement category assignment) are available for selection:

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MATTGUO 22,349 Moderator on at

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RE: Vendors selection are not allowed on PR line

Hi Ashraf,

Please contact your developer to customize this area.

And this idea needs for your vote: experience.dynamics.com/.../

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Ashraf Nasrat 10 on at

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RE: Vendors selection are not allowed on PR line

Hi Andreas,

Thank you for your response.

Unfortunately it didn't achieve what I am aiming to. So I have listed 3 approved vendors for the item considering the vendor validation on the item master. I have desperately changed the category policy rule as you have mentioned, and then I have listed the same 3 approved vendors for the parent category as only "approved".

Nothing changed. I concluded that this policy is applicable only when you are placing a PR against the procurement category straight away, as free text line.

When you place the PR against a catalogue item it ignores the policy rule and approved vendor placed for the parent category, and applies the logic I have explained in the main issue.

It has been popping up in my way since it was AX 2012, and we have been working around it with our customers.

Apparently some one posted an idea for Microsoft to add it as a feature.

Thanks again for you valued your response!

Cheers

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Ashraf Nasrat 10 on at

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RE: Vendors selection are not allowed on PR line

Thank you, I have gave it my vote!

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