Agreement classification (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Procurement and sourcing > Setup > Purchase agreements > Purchase agreement classification.
–or–
Click Sales and marketing > Setup > Sales agreements > Sales agreement classifications.
Use this form to define purchase and sales agreement classifications, translations for different locales, and external codes. Purchase and sales agreement classifications are required when you create new purchase agreements or sales agreements. You can define your own classifications, such as Blanket order, based on the needs of your company.
Task that uses this form
Set up purchase or sales agreement functionality
Navigating the form
The following tables provide descriptions for the controls in this form.
Note
The controls that appear in this form may vary depending on how the form was opened.
Buttons
Button |
Description |
|---|---|
Translations |
Open the Purchase agreement classification translations form or the Sales agreement classification translations form, where you can define translations for purchase or sales agreement classifications. |
External codes |
Open the External codes form, where you can set up, define, and maintain external codes and specific values for the purchase and sales agreement classifications. When a purchase or sales agreement generates a corresponding intercompany purchase or sales agreement by using an external code, the classification is translated according to the external code definition. |
Fields
Field |
Description |
|---|---|
Name |
Enter a name that describes the purchase agreement classification. The classification will then be available in the Purchase agreements form when you create new purchase agreements. For more information, see Purchase agreements (form). |
Description |
Enter a description for the purchase agreement classification. |
Subcontractors |
Select this check box to enable the entry of subcontractors on purchase agreements that use this classification. Note This control is available only if the Public Sector configuration key is selected. |
Certifications |
Select this check box to enable the entry of insurance policies and bonds on purchase agreements that use this classification. Note This control is available only if the Public Sector configuration key is selected. |
Require direct invoicing |
Select this check box to require direct invoicing and to prevent someone from using release orders together with purchase agreements that use this classification. Note This control is available only if the Public Sector configuration key is selected. |
Activities |
Select this check box to enable the entry of milestones and tasks on purchase agreements that use this classification. Note This control is available only if the Public Sector configuration key is selected. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).