Supply chain | Supply Chain Management, Commerce

Add a non catalogue line to a catalogue purchase order

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Posted on by SD-19011119-0

Help!

I am trying to add a new line to an approved PO that has been raised against a SKU item (line 1). The new line is for transportation and its set up as a procurement category not a SKU item. The system will create a new line but the Procurement category field has no data to select the category.

I have clicked Request Change > Edit > Add Line.

Im thinking there is a purchasing policy that needs setting up or a config issue? It makes no sense

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Dynamics 365 Supply Chain Management

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André Arnaud de Cal... 305,797 Super User 2026 Season 1 on at

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Hi,

To be able to choose categories, you need to have a category hierarchy set up as the procurement category.
See also the documentation: Set up a procurement category hierarchy - Supply Chain Management | Dynamics 365 | Microsoft Learn

Do you have such category hierarchy already?

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SD-19011119-0 26 on at

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Hi

Yes we have catalogue items and non catalogue items set up as procurement categories with sub categories. THese are used for non SKU items on the purchase order. The issue is we cannot mix the two. If i have a PO with a SKU item line i cannot add a new line unless its another SKU item. Transportation is captured under the category hierarchy and stock with a SKU. It makes no sense to not be able to add a non cat item

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André Arnaud de Cal... 305,797 Super User 2026 Season 1 on at

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Hi,

I do agree with you. In the standard application, I'm able to mix between products and categories. I'm not aware of a parameter or purchasing policy rule that controls this behavior.

When you try to add a line where you switch between catalog items and categories, do you then get an error message? If so, can you share the literal error message? Do you perhaps have an ISV solution or customization that is impacting the standard behavior?

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SD-19011119-0 26 on at

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Hello, there are no customisations and no error message. As per the screenshot above the procurement category list is blank so there are no options to select. I have tried both ways of Add Line and Add Products and both instances are blank. THis means i have to raise a new PO for any additional items that are not SKU related. Very frustrating but thank you for your response.

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