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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Procurement and sourcing
Finance | Project Operations, Human Resources, ...
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Procurement and sourcing

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Posted on by dip jani123 55

Hi all

I add one Procurement category.

pastedimage1635528957287v1.png

but when I try to do PR it is not available there.

pastedimage1635529070653v2.png

How can I add the R&D services COGS to the Procurement category PR line?

  • Shankar GR Profile Picture
    Shankar GR 77 on at
    Procurement and sourcing
     
     
    Step 1 : Check Purchasing Policy >Category role acess
     
    Step 2: Check whether the subcategory is Active and sometime by mistake you might have clicked the Hide button.
     
    Thanks,
    Shankar
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,033 Super User 2025 Season 1 on at
    RE: Procurement and sourcing

    Hi,

    As Andre suggested, Navigate to Procurement and Sourcing > Setup > Policies > Purchasing policies > Open > Select Category access policy > Click on latest version > See if new category is added on right side selection if not add > Save

    Now it should be available for you in PR

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,884 Super User 2025 Season 1 on at
    RE: Procurement and sourcing

    Hi Dip jani,

    You can check the purchasing policies. There are settings for catalog policies. These can determine which categories are available for selection.

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