Using procurement categories

In some cases, Dynamics AX users need to specify procurement categories on line items instead of individual article numbers. To support these situations, Kofax AP Essentials can integrate with procurement categories and provide an easy way to assign procurement categories to line items during verification.

To enable this feature:

  1. Add a custom line-item field.
  2. Specify LIT_ProcurementCategory as the Type name.
  3. Specify ProcurementCategory as the Name.
  4. Select Use master data to suggest field values, and type ProcurementCategory in the drop-down box.

    After you add the custom field, a new line-item column is available during verification. Each field in the column contains a list of procurement categories from Dynamics AX using imported master data, so the user can manually select the correct procurement category for each line item.