Artissimo Designs

PROC001 – Create and Define a Procurement Category

Date: August 6, 2015

Version: 1.0
 Test Script – AX2012 R3

Revision & Sign-off Sheet

Change Record

Date Author Version Change Reference

8/06/15 Arush Kuthiala V1.0 Initial Document Created

Reviewers

Name Position Version Approved Date

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TABLE OF CONTENTS

Artissimo Designs............................................................................................................................1
Revision & Sign-off Sheet.................................................................................................................2
Change Record.....................................................................................................................................................2
Reviewers.............................................................................................................................................................2
1. Script Details............................................................................................................................4
2. Test Script.................................................................................................................................5
2.1. PROC001 – Create and Define a Procurement Category..........................................................................5
Form name: Category hierarchies....................................................................................................................5
Form name: Category hierarchy.......................................................................................................................6
Form name: Procurement categories: Procurement Hierarchy......................................................................7
3. Expected Results.......................................................................................................................9

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1. Script Details

Script number PROC001

Functional Domain Procurement and Sourcing

Script name Create and Define a Procurement Category

Purpose Create a Procurement category for POs

Environment <TBD>

Data requirements None

Dependencies None

Scenario When you need to create a category for non-inventoried items

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1. Test Script

1.1. PROC001 – Create and Define a Procurement Category

1. Click Area Page node: Product information management -> Setup -> Categories -> Category hierarchies.

Form name: Category hierarchies

2. Select the Procurement hierarchy, note that there may be multiple hierarchies but be sure to select the one
dealing with materials for procurement

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3. Click the Category hierarchy -> Maintain -> Edit button.

Form name: Category hierarchy

4. To create a new category select the node that will act as a PARENT node. A procurement category is a
generalization for item(s) that can be purchased for projects. Unlike specific items they do not have fixed
prices but instead the price is specified by the purchaser. Each category can have a specified expense code to
post to accounting purposes. The categories are placed in the hierarchy by the company, so depending on
which company will be purchasing this category, go down that node in the hierarchy. Categories can have the
same name if under different parents.

5. Click the Category hierarchy -> New -> New category node button.
6. Enter a Name for the Category, this should be something that makes it obvious what the user is selecting
when creating a purchase requisition.
7. Add any additional information about the category in the Description field.

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8. Switch to the Assign project categories tab on the Category hierarchy form.

9. Optionally assign the Project category that this procurement category should be linked to. This will
determine the posting, markup and other details for the project when this procurement category is used on a
project purchase order

10. Close the Category hierarchy form.

11. Click Area Page node: Procurement and sourcing -> Setup -> Categories -> Procurement categories.
Form name: Procurement categories: Procurement Hierarchy

12. Select the node created in the last steps

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13. Switch to the Item sales tax groups tab on the Procurement categories: Hierarchy.

14. Select an Item sales tax group for this category. This tax group is the tax that can be applied to purchases
of this category regardless of where it is purchased from. In a PO the system will match applicable taxes based
on vendor and procurement category, those taxes that match will be charged

15. Switch to the Vendors tab on the Procurement categories: Procurement Hierarchy.

16. Press Add and add vendor accounts that are primary for this procurement category. Note this is an
optional step.
17. Close the Procurement categories: Procurement Hierarchy.

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2. Expected Results

Expected Results

- Procurement category created and can be used on PO

Achieved Results/Comments

Pass Fail

Tested by: Completion Date:

Approved by: Completion Date:

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