Set up a procurement catalog policy rule
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
You must set up a catalog policy rule as part of your purchasing policy to control which catalog is displayed on the procurement site. The catalog policy rule is configured for the organizations that are selected on the Purchasing policy form. If a user has been granted permission to order products on behalf of another user, Microsoft Dynamics AX uses the catalog policy rule that is defined for the requester’s legal entity and operating unit to determine which catalog to display on the procurement site. Before you can define a catalog policy rule, you must create a procurement catalog and then publish it.
Use the following procedure to set up a catalog policy rule to apply to users who are associated with selected organizations within your company.
Click Procurement and sourcing > Setup > Policies > Purchasing policies. On the Purchasing policies list page, either select and double-click an existing purchasing policy, or on the Policy tab, click Policy to create a new one.
In the Purchasing policy form, on the Policy rules tab, select the Catalog policy rule from the Policy rule type: list, and then click Create policy rule.
In the Catalog policy rule form, enter the date range that the policy should be valid. This date range controls when the catalog will be available on the procurement site.
In the Catalog field, select the catalog that will be available on the procurement site for all users who are assigned to the organizations that are selected on the Policy organizations FastTab. Only procurement catalogs with a publishing status of Active appear in the list.