microsoft dynamics ax 2012 procurement user manuals
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microsoft dynamics ax 2012 procurement user manualsThe table entries are organized by task and then alphabetically by form name. Use the disallowed vendors list to evaluate certain types of vendor-related requests to determine whether the vendor is already determined to be a vendor with whom one or more companies do not want to do business. You create profiles for each vendor-related request type. When a purchase requisition is submitted for review, the workflow process can use the expenditure reviewer setup to route the expenditure to the appropriate user by role or financial dimension owner. The type that you assign determines how the category hierarchy appears in Microsoft Dynamics AX. Product relationship types define how products relate to each other, such as an accessory or a similar product. You create signing limits to enforce spending and approval limits that are set up for your organization. For example, if you define agreements for the purchase requisition document type for a company, employees at that company are required to read and accept those agreements before they are granted an approval limit amount or spending limit amount for purchase requisitions. Privacy policy. Privacy policy. The table entries are organized by business process component task and then alphabetically by form name. The first entry is created after the purchase requisition is submitted for review. You can use consolidation opportunities to group purchase requisition lines together to apply for volume discounts from your vendors. You can view information about each invoice, such as invoice number, invoice currency, and totals. Privacy policy. Privacy policy. For example, if a purchase requisition has two lines, and each line has a different vendor, currency, or legal entity, two purchase orders are created. Also, depending on how purchasing policies are configured for your organization, separate purchase orders can be created if the purchase requisition lines have different requesters, line types, or procurement categories.http://cjrigging.com/app/webroot/userfiles/foxconn-g33m03-manual.xml
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For more information, see (FRA) About commitments (Public sector). The list is sorted by consolidation status, purchase requisition ID and line. Instead, they must be added to a purchase order from the consolidation opportunity. For more information about how to create a consolidation opportunity, see Key tasks: Consolidate purchase requisitions. The requisition lines are removed from the Release approved purchase requisitions form. However, if price information such as a trade agreement or a base price is available, some of the amounts might be recalculated based on policy rules for price and discount transfers. The following table describes whether line prices and discounts are recalculated when the purchase order is created. For information about how to set up policy rules for transfer of prices and discounts, see Set up rules for demand consolidation and for creating purchase orders. Privacy policy. Privacy policy. This information also applies to AX 2012 R3. You can either transfer prices and discounts directly from the purchase requisition, or you can use trade agreements to calculate the prices and discounts. For more information, see (FRA) About commitments (Public sector). You can split purchase requisition lines based on the requester, line type, or procurement category. Unless otherwise specified, this is the default behavior. Select the Allow manual override per purchase requisition line check box if you want to enable this capability. Then set the maximum amount that the net amount on a line item on a purchase requisition can increase between the time that the purchase requisition is approved and the time that the purchase order is created.The rules that you configure on the Error processing tab determine how the purchase requisition lines are processed. For these line items, the price is calculated when the purchase order is created.http://dream-mebel.com/pic/horizon-andes-407-manual.xml The calculation is based on the default price, trade agreements, and purchase agreements that are valid at the time that the purchase order is created. Select one of the following options: However, the errors must be resolved before a purchase order can be generated for the purchase requisition lines. When the new purchase requisitions are created, they have a status of Draft. These purchase requisitions can be resubmitted for review after the validation errors have been resolved. The preparer for the purchase requisition lines is notified that the lines were canceled, and that new purchase requisitions were created for the purchase requisition lines that failed. Then define the parameters that determine whether a purchase requisition must be manually processed, or whether it can be automatically converted into a purchase order. The parameters can apply to internal catalog items, external catalog items, or non-catalog items. Select one of the following options: This option can apply to internal catalog items, external catalog items, and non-catalog items. When you select a procurement category, any subcategories for that procurement category are also selected. Select the All option for a specific type of purchase requisition line to hold all lines of that line type for manual processing. This check box applies only to purchase requisitions that do not require manual processing. By running automatic purchase order generation as a batch job, you can schedule this activity at a time when resources are less constrained. Purchase requisitions that are held for manual processing can be filtered so that you can view only those purchase requisition lines that require prepayment. For more information about prepayments and the prepayment journal vouchers, see About prepayments and prepayment journal vouchers. The parameters can apply to internal catalog items, external catalog items, or non-catalog items.https://www.informaquiz.it/petrgenis1604790/status/flotaganis01072022-1944 Select one of the following options: When you select a procurement category, any subcategories for that procurement category are also selected. If you select the All option for a specific line type, all purchase requisition lines of that line type are eligible for demand consolidation. Privacy policy. Privacy policy. For more information, see the tables that apply to your version of the product. You can evaluate a vendor for each transaction that you have with the vendor. Purchasing managers can define the translated text that appears on the procurement site. The feedback is compiled and displayed on the procurement site, so that all users can make informed decisions when they order products or do business with a particular vendor. Purchasing managers can control whether ratings and comments are allowed on the procurement site, and whether all comments must be reviewed before they appear on the procurement site. You can now view all available tasks in one place. Related tasks are grouped under a task heading, and when you click the heading for a task group, a new activity site or list page opens, where you can quickly and easily complete tasks. Vendors must comply with the Microsoft Dynamics AX customer’s unit of measure for quantities. Vendors can specify minimum, maximum, and standard order quantities for products in the vendor catalog. Vendors can also specify the lead time, which is the number of days that a vendor requires between the order date and the shipment date. When a vendor uploads a new catalog to replace an existing catalog, the matching items and services are replaced with the new data. Any new items and services that are not in the existing catalog are added, and any items and services in the existing catalog that do not match the items and services in the new catalog are deleted. When the vendor modifies selected items in an existing catalog, only the modifications that are included in the catalog schema are applied to the existing catalog products. Any new items and services that are not in the existing catalog, but that are included in the modified catalog file, are added. The catalog navigation hierarchy can contain multiple levels of detail for each procurement category. You can define the level of detail for the catalog navigation categories that you display on your procurement site. By consolidating the category levels, you can limit the levels of detail that workers have to sort through to find the product that they want to order. The filters have been moved to the top of the webpage. A single list displays all orders that were entered and the status of each order, from the creation and approval of the purchase requisition to the generation and fulfillment of a purchase order. You can also view the details for a selected order. The product details page is displayed only if order details for the product must be entered. For example, if you only order office supplies directly from a vendor, you can configure the category to display only links to vendor catalogs. For example, you can now select all items in the cart for checkout. The Web Part data includes metrics and reporting that provide visibility into vendor and procurement spending. The Web Part data also includes additional cues for purchasing professionals, and an expanded work list that shows alerts or workflow notifications. You can click a report to view the details for the reported data. These rules help the organization enforce standard internal business controls for processes such as requisitions, submission of corporate expenses, and enforcement of corporate audits. For more information about the policy framework, see the white paper Using the Policy Framework in Microsoft Dynamics AX 2012. You can also define and apply default limits that are based on job or compensation level. For example, two legal entities can have different limits for employees who have the job of purchasing manager. You can set up the catalog’s navigation structure, import catalog data from vendors, associate products with catalog categories, and design the welcome message that is displayed on the procurement site for the catalog. After a catalog is set up, you can publish the catalog to make it available to your employees. You can view the items in your shopping cart at any time, delete items that you no longer want, modify any configurable product attributes, or modify the quantity of the items that you want to purchase. When you are ready to check out, you can create a purchase requisition directly from the shopping cart and submit it for processing. You can then return to the procurement order site to continue searching for items or services, or you can exit the procurement order site when you have finished. The vendor manages the product data and metadata. Users are directed to the vendor’s website to select products, and then, based on the configurations that are defined by the purchasing manager or purchasing agent, users can either check out directly from the vendor’s website or return to the Microsoft Dynamics AX procurement order site to check out. You can search both procurement catalogs and vendor catalogs, and filter the search results to quickly find the exact item or service that you are looking for. Purchasing managers or purchasing agents can then review and modify product data before they pass that data to the procurement order site. Additionally, the Supply Chain Management in Dynamics AX team blog has a three-part blog series that walks you through the process for importing catalogs: You can create a procurement catalog, post the catalog to the procurement site in Enterprise Portal, and create a welcome message that employees see when they first open the site. User access to the procurement catalog is through the Employee Services site, and access can be controlled by using purchasing policies. From Microsoft Dynamics AX, purchasing managers can review, approve, or reject any or all of the products or product change requests that are contained in the file. These rules help guarantee that your employees buy from the correct purchasing catalogs and the appropriate preferred vendors, and that they spend within the prescribed limits for their organizations. Vendors can also view the status of the import process. This feature provides tools and support processes, so that vendors can manage catalog integration tasks by using web services and the vendor self-service portal. The category manager can add customized text and links to intranet and extranet sites. The following list describes some of the ways that you can manage categories on a day-to-day basis: This feature validates the purchase requisition data that is received from the third-party application and then sends a status back to the external source application. Additional processing of the purchase requisition in Microsoft Dynamics AX follows the existing application pattern. The copy functionality in Enterprise Portal has been expanded so that you can copy requisition lines from an existing purchase requisition that is in the same legal entity or organization. The whole purchase requisition is copied to the history record when the purchase requisition is first submitted for review. Any changes that are made during the review process are also saved to the history record for the data row that is affected by the change. A false item does not have to be created in the item master. Therefore, the requisitioning process is both efficient and effective. You can then use the commodity codes to classify items, services, and vendors, and to map items to product categories. You can either add items directly to a purchase requisition from the shopping cart or use a wizard that guides you through the process for creating a requisition. You can select one of these options from your shopping cart at the time of checkout. Purchase requisition lines that are eligible for demand consolidation can be grouped, and the vendor, price, requested date, or quotation data can be modified to achieve the best pricing. When a purchase requisition is submitted for review, the individual purchase requisition lines can now be routed to the appropriate reviewers independently of one another. Therefore, reviewers can take action only on purchase requests that are in their area of responsibility. Therefore, this feature reduces the processing time for purchase requisitions that have multiple line items. Project-related purchase requests can use the same review workflow for processing. The transaction date is used to determine the fiscal period for budget control and for posting purchase requisitions. This is because of the budget control and pre-encumbrances on purchase requisitions that are introduced in this version. To archive or purge the records for approved purchase requisitions, you must use the IDMF. If a vendor is not yet approved by your organization, you can create a request to consider the vendor for approval. The work item queue provides the infrastructure that is required for the following functionality: These enhancements include the following changes: For example, you can specify that the owner must be a service veteran. By categorizing vendors, you help with spending analysis. These categories also improve strategic sourcing and help provide critical data, such as the following information: For example, the Spend by procurement category and vendor invoice classification report has the internal name VendSpendCategoryInvoice. Vendors that you no longer do business with must be inactivated and removed from the view that purchasing agents and employees use to find vendors. Reason codes help explain why transactions were entered, such as why an RFQ was rejected. You can also define the data validation checks that are required for each request type. These setup tasks are completed in the Microsoft Dynamics AX client. This feature provides an efficient source of potential new vendors and supports a competitive procurement process. After vendors are approved, they are added to the vendor list and are then available for transaction processing. For example, the Spend by procurement category and vendor invoice classification report has the internal name VendSpendCategoryInvoice. The process for category extension requests makes it easy for approved vendors to expand their business opportunities in your organization. However, this process also puts controls in place to guarantee appropriate oversight. A new vendor request is an internal request that you submit to your purchasing department to request that a specified vendor be allowed to do business in your company, selling items or services in specific procurement categories. There are several kinds of vendor request: For more information, see Maintain vendor category assignments. For more information, see Key tasks: Manage prospective vendor requests. For more information, see the following topics: You can view the replies in the list of RFQ replies in the Microsoft Dynamics AX client. The vendor onboarding process and vendor self-service portal incorporate support for flexible authentication. The user had to post a new, negative product receipt that had a new product receipt number, and the system arbitrarily picked one of the posted product receipts for reversal. You can now correct, or partially or fully reverse, a specific product receipt that has been posted. When you correct or reverse a product receipt, the product receipt does not introduce a new product receipt number. Instead a new version of the product receipt is introduced. This feature is especially useful in organizations where employees perform a large volume of indirect material procurement. The user interface lets the user perform the following tasks: The main purpose of the new line number is as follows: A user can manually change the assigned number. This change allows for better control, usability, and transparency. Microsoft Dynamics AX now supports one view that includes all trade agreements for a selected set of items, customers, and vendors. Microsoft Dynamics AX also supports separate roles for creating or maintaining trade agreements, and for approving, bulk updating, and controlling date types in trade agreements. This reevaluation could overwrite values that had been entered manually or entered by an external source. External sources include sales quotations, project quotations, purchase requisitions, RFQs, purchase agreements or sales agreements, projects, Microsoft Dynamics AX Application Integration Framework (AIF), or Enterprise Portal. Now, configuration settings can prevent unintended reevaluation of trade agreements. Smart rounding is a type of psychological pricing or price ending that is based on the marketing theory that prices have a psychological impact on people. Smart rounding pertains to unusual prices that are somewhat less than a round number, such as USD 19.99. Smart rounding can be applied after a bulk adjustment of trade agreements, or it can be applied automatically after a unit price has been calculated, based on a generic currency and an exchange rate. Date type control enables trade agreements to be evaluated, based not only on the entry dates but also on the requested dates. Some of the changes are as follows: The delivery date of a purchase must be in the validity period. For example, if some items on a purchase order were picked up at the vendor’s location, and some were delivered, you can allocate the delivery charges only to the items that were delivered. Change management includes workflow integration, which must be set up to manage the approval process for change requests. When workflow has been configured, it determines the route of the purchase order, the tasks that must be completed, who must complete the tasks and under what circumstances, and whether tasks require user interaction or take place automatically. Only an approved purchase order can be confirmed. Even if change management is not enabled, confirmation of purchase orders is mandatory. Therefore, orders cannot be received and invoiced until the purchase order has been confirmed. Instead, purchase orders become obsolete and are replaced by the most recent purchase order for which a change request has been approved. Purchase orders that were previously approved are stored in a separate form. The new setup form can be accessed from a button on the customer and vendor pages. The setup in this form is shared for the vendor and the customer in the trading relationship, and only has to be defined one time. In earlier versions, the setup was not shared, and had to be defined in both the vendor company account and the customer company account. There are no functional changes because of this change. A line is completed when the ordered quantity has been received in full and matched to vendor invoices. The whole purchase order can be finalized if all its lines have been completed or canceled. By setting up a data partition in Microsoft Dynamics AX, you make sure that, after the upgrade, historical transactions can be referenced between companies that are contained in the same data partition. The amount of information that employees must provide before they can submit a request has been reduced. This feature is generalized in AX 2012 R2. Therefore, requisition demand can be fulfilled by means other than a purchase order, such as a transfer order or a production order. As part of the experience, employees can search for products. To enhance the performance of product searches on the Employee Services site when products are ordered, AX 2012 R2 includes a new job that synchronizes product search data. In AX 2012 R2, when procurement product catalogs are created and updated, this new job must be run to synchronize the product data with the Employee Services site. The job updates both product search data and the products that are displayed in the catalog on the site.You can use the vendor’s response to decide whether to create, change, or cancel the purchase order. Dimensions can be added to the document headers or to individual lines. The financial dimensions of a sales or purchase order agreement are copied to the header of a sales or purchase order that refers to the agreement. The dimensions are then copied to the sales or purchase order lines when the agreement is referenced by the order lines. The information is the same as the information that is available in the Totals form for purchase orders. The values that are displayed in the FactBox are not automatically updated if you make a change to a purchase order. To update the values, click the Refresh button, or open the Totals form. The data is also updated when you confirm a purchase order. They are hidden until bid tabulation starts. You can filter on those categories to make finding documents easier. You can add items and renumber the list as needed. The numbers appear in all the RFQ-related documents. You can communicate these changes through the Vendor portal to keep prospective bidders aware of updates. You can filter and sort for the most relevant information. All lines on the RFQ are also sent to the vendors that are selected in the RFQ. Rebate amounts can be based on the monetary value of the purchase or the number of items that are purchased. This information is used to calculate discounts, rebates, margins, and royalties for the order line. For more information, see Enable price details on orders. You can view the changes, including attachments, on the Amendments FastTab in the RFQ. For public sector users, if the RFQ has been published to the Vendor portal, the amended version will be published. Microsoft Dynamic AX authenticates the user through email. For Public sector, vendor users can search to see if their organization is already registered and add themselves to that record. This can streamline the signup process. Privacy policy. Privacy policy. If the problem persists, please contact us and provide the following error log key: 495dedbc-3873-4dd8-828b-1c1d33c61ec0 Created with Sketch. Created with Sketch. Created with Sketch. Created with Sketch. Visit the Dynamics 365 Migration Community today. Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help. The following questions are included: Additional functionality has been included to allow manual creation of 1099 transactions that are not associated with an invoice. That’s because the terminology changed in Microsoft Dynamics AX 2012. References to purchase order invoice were changed to vendor invoice. Search for vendor invoice AX 2012 to find the most up-to-date documentation. For more information, see the following white paper and blog posts: For more information, see the following resources: The Asynchronous option transfers when there are resources available. The Scheduled option transfers on a periodic basis, such as daily. Invoice matching discrepancies are shown in the Invoice matching details form. For information about how to set up invoice matching, see the following topics on TechNet. You might do this if you want to match the expected quantities and costs for services or other items that are not stocked. Select from the following options: If this happens, you’ll get the following message when you try to open the Vendor invoice form: If nobody else is working with the invoice, you can delete the unconfirmed changes to the invoice, and then you can modify the invoice. Use the Invoice history and matching details form or the Approval journal history and matching details form to delete the unconfirmed changes. This is the most common reason for this message. If you saved an earlier version of the invoice, you won’t have to start over. You will only have to enter the changes that haven’t been saved. For more information about CU6, see. To decide what to use, consider whether the product is for internal use or for resale; if you need hierarchical reporting for procurement and sales, retail, commodity codes, or derived financial hierarchies; whether the products will be used in manufacturing, and inventory reporting requirements. You should also be aware of differences in how categories and products are processed on purchase order lines and sales order lines, and how they work with two-way and three-way matching policies. For a detailed list of considerations, see. To create an invoice that is based on posted product receipts in this version, follow these steps: Instead, you can create an invoice from posted product receipts by using the From product receipts button. For more information, see How do I create an invoice from posted product receipts?. For more information about setting up vendor invoice workflows, see Set up vendor invoice workflows. In the Find vouchers form, select a voucher in the List of vouchers list, and then click Select. The Vendor invoice form is displayed. If the amounts are equal, the vendor invoices are posted and printed. If the amounts are not equal, an error message is displayed. Issue Search is a search engine that you can use to quickly search for KB articles, hotfixes, and workarounds for reported issues in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R2. You can see which reported issues are in the process of being fixed and see notifications when a hotfix is released for a specific functional area in Microsoft Dynamics AX. You can download released hotfixes, see which code objects are affected, and see the code changes introduced by the hotfix. In order to use Issue Search, you must have a CustomerSource or PartnerSource account, and have created a project. For more information, see the Lifecycle Services User Guide. But then this doesn't work. Even adding fields to purch parm line and adding the code to initialize in Vend document line map doesn't work. I have set two different workflow for PR and PO. Then our PR document is approved. Posts are automatically locked, when no new replies have been made for a long time. If you have a question you can start a new discussion. Since PO is already approved when it was in requisition, system considers the PO as approved which makes sense also. Why would users approve same purchase twice? User has to submit the PO and it will be approved as per workslow setup since requisition wasn't created for that PO and the PO has to undergo approval process. This builds a level of financial control in the organization as Purchase Orders do two things Dynamics AX 2012 is built so that organizations can use the purchase order functionality as a tool of financial control as well as vendor compliance. In this article we will focus on the financial control element and in a subsequent blog article I will focus on the vendor compliance aspect of purchasing. For example, an organization may put the following rules in place for financial controls Manager and two Vice Presidents. Manager, one Vice President and the CEO.