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Hi All,
We have five company in one instance. Is it possible to have different procurement categories for each company?
Regards,
Andy
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Hi Andy,
You would have to create separate nodes for each company. Possibly put a prefix in front to better differentiate them. Limiting them by company can be realized by making use of procurement policies (category access policy rule).
Best regards,
Ludwig
It could be done but why?
The point of categories and hierarchy is to quickly find and see only the items you need.
Set pollcies at the different hierarchy levels to govern, which users see which items - use category access rules. https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-policies-for-category-hierarchies
If several companies order the same item then in which company category will it sit? How will others order the same item?
it potentially makes central reporting and central purchasing more complex.
I think use of procurement catalogs together with category access rules will meet your requirement https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/procurement/procurement-catalogs
"Purchasing professionals can create and maintain catalogs of the items and services that can be purchased for internal use in an organization. After catalogs are set up, company employees can create purchase requisitions to order from them. The catalogs can be used to enforce purchasing policies, so that employees can order only the items and services that are allowed for their buying legal entity. When you create a procurement catalog, you should consider the following tasks:"...."
Hi to everyone,
may I ask you another question aldo relating to procurement categories? How many levels per category can be created? Can't find a maximum figure.
Thank you and regards
Hi,
You can create as many as you want.
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