Create a procurement catalog

Important

Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.

This topic explains how to create a procurement catalog. This task would typically be carried out by a procurement professional. You will also learn how employees can use the catalog when they create a requisition. Before you can create a catalog, there must be a procurement category hierarchy in your system. The hierarchy is inherited by the new catalog, along with all the products that are in the hierarchy. You can use this guide in demo data company USMF where the procurement category hierarchy is available, as well as the examples used in the procedure steps.

Ensure that a procurement category hierarchy exists

  1. Go to navigation pane > Modules > Procurement and sourcing > Procurement categories. A procurement category hierarchy is available in the USMF demo data company and products have been added to the Office machines/Computers category. If you're running this procedure as a task guide, you'll need to unlock the guide if you want to browse through the category. If a hierarchy was not available, you'd create it by clicking New. This can only be done once.
  2. Close the page.

Create a catalog

  1. Go to navigation pane > Modules > Procurement and sourcing > Catalogs > Procurement catalogs.
  2. Select New procurement catalog to open the drop dialog.
  3. In the Name field, type a value.
  4. Select OK.
  5. In the tree, expand CORP PROCUREMENT CATEGORIES.
  6. In the tree, expand OFFICE MACHINES.
  7. In the tree, select Computers.
  • The products from the procurement category are displayed in the list. If you want to add a product to the category you need to do this on the Procurement category hierarchy page or on the Item details page.
  • The Default update type determines whether new products that have been added to the procurement category hierarchy are immediately visible in the catalog. If the update type is set to Dynamic, changes are visible immediately. If the update type is Static, new products are only visible to people using the catalog after the catalog has been re-published. The Publish action is available on the Action Pane at the top of the page. If products are removed from the procurement category hierarchy, the change is immediately visible, regardless of the value in the Default update type field.
  1. On the Action Pane, select Category navigation and ensure that Enable is selected.
  2. Select Activate catalog.
  3. Close the page.

Make the catalog visible

  1. Go to navigation pane > Modules > Procurement and sourcing > Setup > Policies > Purchasing policies.
  2. Select Procurement Policy USMF. You need to select the purchasing policy for the legal entity that the worker connected to your user profile is allowed to order products in. In the USMF demo data, the Admin user is connected to the worker called Julia Funderburk, and she orders products in USMF by default.
  3. Select the catalog that you've just created.
  4. Select OK.

Use the catalog

  1. Go to navigation pane > Modules > Procurement and sourcing > Purchase requisitions > All purchase requisitions.
  2. Select New.
  3. In the Name field, type a value.
  4. Select OK.
  5. Select Add products.
  6. In the list, find and select the desired record. You can use the category hierarchy on the left or the filter at the top of the list to filter the products.
  7. Select Add to lines.
  8. Select OK.