Purchasing setup and maintenance forms

Setting up purchasing parameters

Accounts payable parameters

Set up parameters for Accounts payable, including purchasing.

Configuring miscellaneous charges for purchasing

Auto-misc. charges

Define the miscellaneous purchase charges that are automatically assigned to orders.

Item

Assign miscellaneous charges groups to items.

Item misc. charges groups

Create miscellaneous charges groups that can be assigned to items.

Misc. charges code

Set up codes for the miscellaneous charges to use on purchase orders, such as invoice fees, freight, and insurance.

Purchase orders

Assign miscellaneous charges groups to purchase orders.

Vendor misc. charges group

Create miscellaneous charges groups that can be assigned to vendors.

Vendors

Assign miscellaneous charges groups to vendors.

Supplementary items for purchase orders

Supplementary item groups - Inventory

Create and maintain supplementary item groups that will be used for items, vendors, and customers.

Supplementary item groups - Vendor

Create and maintain supplementary item groups that will be used for items and vendors.

Configuring business forms for purchasing

Footer text

Specify footer text for a print management record in multiple languages. When the document is printed, the language of the document determines the language of the footer text.

Form notes

Edit the standard text that appears on the various forms that your organization uses, such as invoices, purchase orders, and interest notes.

Form setup

Define the format of information on various documents related to vendors, such as purchase orders, receipt lists, packing slips, invoices, requests for quotes, and purchase requisitions.

Form sorting parameters

Set up sorting orders for printing purchase requisitions, receipt lists, packing slips, and invoices.

Print management setup

Set up print management original or copy records and conditional settings. This information controls the way that documents, such as sales orders and purchase orders, are printed during the posting process.

Setting up and maintaining request for quotes

Accounts payable parameters

Set up parameters for Accounts payable, including requests for quotes.

Configure request for quote reply

Specify the information that you want to receive from vendors when they reply to requests for quotes.

Form setup

Define the format of information on various documents related to vendors, such as purchase orders, receipt lists, packing slips, invoices, requests for quotes, and purchase requisitions.

Master plans

Create and manage master plans. For each plan, you can set parameters that define how Microsoft Dynamics AX calculates the master scheduling.

Reason codes

Define reason codes for use when accepting and rejecting request for quote replies.

Setting up and maintaining purchase requisitions

Accounts payable parameters

Set up parameters for Accounts payable, including purchase requisitions.

Employee

Set up and maintain data for all employees.

Inventory dimensions

Create an inventory dimension group used for category items.

Inventory model groups

Create and maintain inventory model groups used for category items.

Item

Create category items, which are placeholders for non-catalog items.

Item groups

Create an item group used for category items.

Limits

Specify a limit amount for each employee. For example, you may want a specific employee to be able to approve purchase requisitions up to 100 and another employee with a limit of 10,000.

Product groups

Create and manage a hierarchical product group structure by using an appropriate number of levels.

Purchase requisition approval

Create a workflow based on the Purchase requisition approvaltemplate.

User group permissions

Set user group permissions.

User groups

Create users groups so you can establish who can access Microsoft Dynamics AX and what permissions those users have when working in Microsoft Dynamics AX.

Workflow configuration

Create a new workflow or modify an existing one.

Workflow: Workflow Name

Configure a workflow and its elements.

Setting up an intercompany organization

Create item in company

Create a duplicate item record in another company for use in intercompany processing.

Customers

Define customers as intercompany customers.

Endpoints

Configure endpoints for data transfer. For inbound transfers, the endpoint is the source; for outbound transfers, the endpoint is the destination. For example, trading partners are endpoints.

Intercompany action policies

Set up the parameters that are used for intercompany sales or purchase orders.

Item

Define the items that can be purchased from an intercompany vendor.

Print management setup

Set up printer specifications for original purchase documents and duplicate copies for different departments.

Value mapping

Map the values used for the active action policy and for the particular endpoint, such as item number, customer account number, vendor account number, and terms of delivery.

Vendors

Define vendors as intercompany vendors.