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Procurement catalog - needed yes or no?

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Posted on by CU31070655-1

Hello,

----D365F&O-----

I am struggling with the concept of procurement catalogs on a global level.

As I understand, it is possible to have procurement categories in different legal entities, then restrict them for use between and within the entities with purchasing policies.

Every released product will have a procurement category assigned.

We have implemented it this way in several companies with worldwide subsidiaries.

There are also procurement catalogs (not external, and not vendor catalogs).

Is there a benefit of using procurement catalogs?

It seems to me like just another maintenance step. Or am I missing anything?

In which scenario is it better to go with catalogs and worldwide categories?

Happy for your input :-)

Thanks in advance

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Laurens vd Tang 3,582 Super User 2025 Season 2 on at

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Procurement catalog - needed yes or no?

Hi User,

According the documentation of Microsoft the catalog can be used to enforce purchase policies so that employees can order only items and services that are allowed for their buying legal entity: https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/procurement-catalogs

Regards,

Laurens van der Tang

https://laurensvandertang.wordpress.com/

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Hana Xue Microsoft Employee on at

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Procurement catalog - needed yes or no?

Hi,
This official document also mentions the benefits of purchasing catalogs, which you can view as a supplement. The article also introduces the flow chart of creating a procurement catalog, and the steps of creating a procurement catalog are also mentioned in the sub-link.

Procurement catalogs overview | Microsoft Learn
Best Regards,
Hana

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Guy Terry 28,888 Moderator on at

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Procurement catalog - needed yes or no?

Hi

Using a Procurement catalog is optional. As far as I can see, the only reason to use a Procurement catalog to restrict items within a category so that some employees can order them and some cannot.

For example, maybe all employees have access to the the 'IT Hardware' category, and all employees can order items for computer mouse, keyboard etc. But the items for Laptop, Desktop computer and Monitor should only be available to employees in the IT Department.

If you need to block an entire category for some employees, then you would use a Category access policy rule for this.

And if you are not using Items in certain categories, then the Procurement catalog is no use there.

As you say, it seems like extra maintenance for not a lot of reward... it might be easier to spot when an employee is ordering something they shouldn't during the Requisition review/approval process.

Procurement catalogs had more functionality in AX, and I am not clear why some of that is not there in F&O.

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