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AX 2012 – EP Procurement Catalogues

29 Sep

Patrick Hawker

Overview

Within the enterprise portal AX offers functionality for employees to order products via a product catalogue which is be maintained from within AX. Below I will discuss the two elements:

  •          Setting up the catalogues
  •          Purchasing products using the Employee self-service

Setup

Creating a Procurement hierarchy

Category hierarchies are used to classify products and can be used for reporting and analysis. Each category hierarchy consists of a structure of categories. An organization can create more than one category hierarchy but only one procurement category hierarchy can be active.

  1. Select Product information management > Setup > Categories > Category hierarchies
  2. Create a new hierarchy by clicking Category hierarchy in the New group in the ribbon bar.
  3. Enter a Name and Description for the category hierarchy, and then click Create.
  4. The Category hierarchy form will open. Use the Edit button to modify the…

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Posted by on September 29, 2015 in Uncategorized

 

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