Purchase agreement

(0) Share

Report

Posted on by Community Member

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

I have the same question (0)

All responses (4)

Answers (1)

Sort by

Suggested answer

fatihgork 3,817 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
guk1964 10,888 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Verified answer

lally 8 on at

Like (0)

Report
Copy link

Link copied!

I agree with Magic suggestion.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks for explaining the process above.

Was this reply helpful? Yes No