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(FRA) Set up a policy rule for spending thresholds by category (Public sector)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To meet public sector regulatory requirements in France, you may have to set spending thresholds for purchases in the procurement categories defined by the Clé de Contrôle Marché.

By implementing a Spending thresholds by category policy rule with your purchasing policies, you can use the effective date attributes, predicted expenditure amounts, and threshold amounts to support your procurement practices and to ensure the efficient and effective use of public funds.

Note

This topic has been updated to include information about features that were added or changed in the following hotfix for Microsoft Dynamics AX 2012 R3 Cumulative Update 8: KB3047235

The Spending thresholds by category policy rule is available only if the following conditions are met:

  • The Public Sector configuration key is selected.

  • The French regulatory configuration subkey is selected.

  • In Microsoft Dynamics AX 2012 R3 Cumulative Update 8, the Commitments (France) regulatory document type is selected in the Budget parameters form, when the following hotfix is installed: KB3047235

  • In cumulative update 7 for Microsoft Dynamics AX 2012, the Use French public sector accounting rules check box is selected in the Budget parameters form.

In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.

To set up a policy rule for spending thresholds by category, use the following steps.

  1. Click Procurement and sourcing > Setup > Policies > Purchasing policies.

  2. Double-click the policy to modify or create rules for.

  3. On the Policy rules FastTab, select Spending thresholds by category. In the Policy rules pane, double-click a policy rule or click Create policy rule.

    Because the policy rule is effective as soon as it is created, the Effective date field will show the current date and time. The Expiration date field, by default, is Never, which indicates that the policy rule does not expire. If you want to set an expiration date for the policy rule, you can do so after you close this form.

  4. From the Available categories list, select a category to define spending thresholds for.

  5. Select the Activate threshold at this hierarchy node check box.

  6. Click New.

  7. Enter the Key defined by your organization for the selected category.

  8. In the Effective field, enter the date that you want the key for the selected category to take effect.

    This date applies to the selected category key, not to the policy rule. The policy rule itself takes effect as soon as it is created.

  9. In the Expiration field, enter the date that you want the key for the selected category to expire.

    This date applies to the selected category key, not to the policy rule. If the policy rule expires, all spending thresholds associated with it expire at that time, even if a later expiration date is set here.

  10. (Optional) In the Estimated amount field, enter the amount that you expect to be purchased in this category.

  11. In the Threshold amount field, enter the maximum amount that can be purchased before the formal procurement process is required.

    A default value for this field may be set up in the Category hierarchy form.

  12. Select the type of purchasing procedure that is required when expenditures in the selected category exceed the threshold amount.

    • Only Procédure complète: Select this option if the procédure complete is required.

    • None: Select this option if purchases that exceed the threshold amount are not permitted.

    • Both Procédure complète and Procédure adaptée: Select this option if either the procédure complete or a procédure adaptée is permitted.

    • Any: Select this option if neither the procédure complete nor a procédure adaptée is required.

  13. Close the form.

  14. (Optional) If you want to set an expiration date for the policy rule, make sure that Spending thresholds by category is still selected in the Policy rule type: list. Click Change date in the Policy rules pane, enter the expiration date, and then close the form.

See also

Purchasing policy (form)

Procurement categories (form)

Category hierarchy (form)

Key tasks: Create purchasing policies

(FRA) Spending thresholds by category policy rule (form) (Public sector)