Procurement and sourcing

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

In Procurement and sourcing, you create purchasing policies to control the purchasing process. You identify suppliers, onboard suppliers as new vendors, maintain vendor information, create agreements with your vendors, order items and services, maintain purchase orders, and confirm receipt of products. After vendor transactions are processed through Accounts payable, you can also analyze spending and vendor performance.

Business processes

The following process flow illustrates the procurement and sourcing business process.

Procurement and sourcing process flow map

Procurement and sourcing at a glance

Important tasks

Primary forms

Key tasks: Work with vendor search and search results

Vendor search results (form)

Key tasks: Create procurement catalogs

Catalogs (form)

Create a request for quotation

New request for quotation (form)

Maintain purchase agreements overview

Purchase agreements (form)

Key tasks: Create and submit a purchase requisition

Purchase requisitions (form)

Create and maintain purchase orders

Purchase order (form)

Integration of Procurement and sourcing

The Procurement and sourcing module can be integrated with the following modules and Microsoft programs:

See also

Setting up and maintaining Procurement and sourcing

Working with Procurement and sourcing