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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Procurement category s...
Supply chain | Supply Chain Management, Commerce
Answered

Procurement category selection: do not allow user to choose the parent category on PR

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Posted on by Community Member Microsoft Employee

Hello,

My client wants to set up posting profile only on the lowest level of procurement hierarchy. 

Meaning, only when choose the lowest level of the procurement hierarchy on PR or PO => we will have the correct ledger account. 

However, the user can always choose the parent node when they create the PR and submit their PR, the PR is only blocked at the stage of WF. 

Do we have any solution to give users a warning message when they select the parent category on their PR ? Are there any set up that we can put in place or any function that can be active to resolve this problem?  I'm digging for information but very few articles mentioned this issue.. 

Thank you everyone for your help.

Best regards, 

Chau

  • Danny Bilodeau Profile Picture
    Danny Bilodeau 4,254 Super User 2024 Season 1 on at
    RE: Procurement category selection: do not allow user to choose the parent category on PR

    Hello Chaupham,

    I have often seen GL account number included in brackets at the end of the Category name (or Friendly name) to  make clear which account would be targeted.  Same what you said, with training users knew to use these.

    Regards,  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Procurement category selection: do not allow user to choose the parent category on PR

    Thank you for your reply,

    Your solution seems to be the best workaround to manage this. We already capitalized parent node, what is left is to train users when they create PR.

    Thank you and have a nice day

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,638 Super User 2024 Season 2 on at
    RE: Procurement category selection: do not allow user to choose the parent category on PR

    I don't think there is any functionality to give you exactly what you want.

    The best I can come up with is to use the Category policy rule to configure that Vendor selection is not allowed for these intermediate level categories. Then I use the Purchase requisition control rule to configure that Vendor is a required field. Requisition preparers won't be able to submit the Purchase requisition when they use a wrong category, but again they are only blocked when they try to Submit to workflow.

    You could try CAPITALISING the names of the Categories you don't want used, as a little hint for the users.

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