Allow Access to Tools Category for Generating Purchase Requisitions
Question
You are setting up Dynamics 365 Finance for a company You are currently determining policy rules for purchasing.
You are informed that your solution should allow for a certain user to only access the Tools category when generating purchase requisitions.
Which of the following actions should you take?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.C.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/procurement/purchase-policies/answer/img0032300001.png)
To enable a certain user to only access the Tools category when generating purchase requisitions in Dynamics 365 Finance, the appropriate action is to set up Category access policy rules.
Category access policy rules are used to define and apply access controls to categories in procurement and sourcing, and can be used to control which users can access certain categories. By setting up a category access policy rule, you can limit the users who can access specific categories for procurement activities.
Setting up catalog policy rules would not be the correct option in this scenario, as catalog policy rules are used to define catalog restrictions, such as the maximum amount a user can spend on a particular category.
Similarly, setting up category policy rules would not be the correct option, as category policy rules are used to define procurement policies at the category level, such as the vendor selection criteria and approval workflow.
Setting up purchasing policies at the organization level would not be the correct option, as this would apply policies to all users across the organization, and would not provide the necessary granularity to restrict access to a specific category for a certain user.
Therefore, the correct option is to set up category access policy rules to control the user's access to the Tools category when generating purchase requisitions.