Use this procedure to set up parameters for purchase requisitions. This setup applies to both the Microsoft Dynamics AX client and Enterprise Portal.

Before you define the purchase requisition parameters, verify that:

• You have defined ledger categories.

• You have created a number sequence for purchase requisitions. For more information, see Number sequences (form).

• You have set up product catalogs and category catalogs.

1. Click Accounts payable> Setup> Parameters .

2. Click the Purchase Requisitiontab to specify the parameters for purchase requisitions.

3. In the Purchase requisition catalogfield, select which items to make available for purchase requisitions:

   • Catalog– Only items that are included in the selected catalogs are available.

   • All items– All items are available.

   • Non stopped items– Only items that are not blocked for purchase are available.

4. If you selected Catalogin the Purchase requisition catalogfield, select the product catalog to use for purchase requisitions in the Product groupfield.

5. In the Category nodefield, select the category catalog to use for purchase requisitions.

6. Select the Lock multiples, Lock max. order quantity, or Lock min. order quantitycheck boxes to prevent users who are creating purchase requisitions from overwriting the default quantities that have been set up for the item. For more information, see Accounts payable parameters (form).

   Item quantities are defined on the Purchase ordertab of the Default order settingsform ( Inventory management> Common Forms> Item details> Setup> Default order settings), or the Site specific order settingsform ( Inventory management> Common Forms> Item details> Setup> Site specific order settings) if multisite functionality is activated.

7. Select the Business justificationcheck box to require users to enter a business justification on purchase requisitions.

8. Select the Unit pricecheck box to require that the unit price be specified on purchase requisitions before they can be submitted.

9. Select the Vendorcheck box to require that the vendor be specified on purchase requisitions before they can be submitted.

10. In the Auto create purchase orderfield, specify how purchase orders are created from approved purchase requisitions:

    • No– Purchase orders are always created manually.

    • All– Purchase orders are always created automatically.

    • General purchase– Only purchase orders of with a type of General purchaseare created automatically.

11. Select the Ledger account selection filtercheck box to apply a ledger account filter to purchase requisition lines. Click Add ledger account categoriesto add account categories to the filter. For more information, see Add ledger account categories (form).