Procurement and sourcing [AX 2012]

Updated: January 17, 2014

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:

Inventory management
Product information management
Master planning
Accounts payable
General ledger
Configuring product-wide features
Microsoft SQL Server Reporting Services
Microsoft Excel
Internet Information Services (IIS)

Procurement and sourcing [AX 2012]

Business processes

Procurement and sourcing at a glance

Integration of Procurement and sourcing

See also

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