PURCHASING POLICIES

PURCHASING POLICIES

This Feature is New in Ax-2012. 

This feature is collection of purchasing policy rules that control the requisition process for a group of requisitioners (Legal entity level, departments, and even a specific category of items).

These policies will help the procurement administrators to implement their procurement strategy,  

creation of a policy structure that aligns with the organization's strategic purchasing needs should be done.

Simple example :-  A Policy rule can be defined in such a way that, once the RFQ is approved, then a Purchase order should be created automatically.

The policy rules are used by application logic in the following areas:

• Purchase requisition entry.
• Submission of a purchase requisition to workflow.
• Purchase order creation from approved purchase requisitions.
• Demand consolidation of approved purchase requisitions.
• Ordering products on the Employee Services site.

  These policies are optional (not mandatory) to have process the Purchasing policies.

 

Policy Form 

  

 Policy Rules 

 We have total 6 Category rule types, 

• Catalog policy rule
• Category access policy rule
• Category policy rule
• Purchase requisition RFQ rules 
• Purchase requisition control rule 
• Purchase order creation and demand consolidation