Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum

Purchase agreement

Posted on by Microsoft Employee

Greetings

D365

I am creating a purchase agreement with using the default commitment " Product category value commitment" I proceed through the step and creates the agreement. 

In the Purchase Line in the Purchase agreement form I choose procurement category of "OFFICE AND DESK ACCESSORIES"... I complete the steps to create the Purchase agreement and generate the PO.

My question is this - 

 I am receiving the PO against a procurement category of "OFFICE AND DESK ACCESSORIES"... - How do I identify what  items I am actually receiving when I use a procurement category in my PO for example an office chair.

Any steps would be appreciated. 

I would include pictures but I am not able to insert pics here at the moment.

Thanks

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Purchase agreement

    Thanks for explaining the process above.

  • Verified answer
    lally Profile Picture
    lally 19,790 on at
    RE: Purchase agreement

    I agree with Magic suggestion.

  • guk1964 Profile Picture
    guk1964 10,877 on at
    RE: Purchase agreement

    if you are not buying to inventory, then you have no registration or QA process and the end user has to confirm the delivery and approve the invoice or you need to augment Ax with a manual process of e.g, attaching notes or using case management. This is common for example with things like services for training, or travel booked on line. If items at physically delivered those may not go via the store e.g. a new car, or a laptop or stationery but there will usually be some delivery document you can refer to or scan and attach.. In such cases is often a task for either Purchase team,  or AP to update the PO rather than for stores.

  • Suggested answer
    fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Purchase agreement

    Hi,

    I did not get the issue really. Can you elaborate your question a little?

    I assume you are done with creating your procurement category hierarchy. Then you created an agreement but it doesn't seem to be working.

    Since you are able to complete your setup for agreement, you should be done with the category-role matching at  Product Information Management/Categories/Category hierarchy types.

    Are your items assigned to nodes on these categories?

    The item should be assigned to a node in your procurement category in "Product categories" form.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,888 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,247 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans