Setting Up Dynamics 365 Finance for Separate Catalogs and Suppliers in the United States and Canada

Configuring Policy Rules for Purchasing in Dynamics 365 Finance

Prev Question Next Question

Question

You are setting up Dynamics 365 Finance for a company started in the United States and Canada.

You are currently determining policy rules for purchasing.

You need to make sure that personnel in the United States and Canada purchase from separate catalogs and suppliers.

Which of the following actions should you take?

Answers

A. Set up catalog policy rules.

B. Set up purchasing policies at the legal-entity level.

C. Set up category access policy rules.

D. Set up purchasing policies at the organization level.

Show Answer

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/procurement/purchase-policies

Assigning policies to organizations

Before a policy can take effect, it must be associated with an organization. Purchasing policies
are associated with the Procurement internal control hierarchy purpose. Therefore,
purchasing policies apply only to organizations in hierarchies that have a hierarchy purpose of
Procurement internal control. You can also select organizations from the flat list of legal
entities in the Companyinfo table. These legal entities are designated in the policy framework
as “Companies.”

Determining which rule to apply

Depending on how you configure your purchasing policies, multiple rules can affect the users
in an organization. The following examples illustrate different ways that you can configure
purchasing policies and specify how policies are applied when a transaction occurs.

To ensure that personnel in the United States and Canada purchase from separate catalogs and suppliers in Dynamics 365 Finance, you should set up purchasing policies at the legal-entity level.

Explanation:

A. Set up catalog policy rules: Catalog policy rules are used to control which products are available for purchase by a purchasing category or purchasing group. However, catalog policy rules do not differentiate between legal entities or organizations. Therefore, this option will not achieve the desired outcome of ensuring that personnel in the United States and Canada purchase from separate catalogs and suppliers.
B. Set up purchasing policies at the legal-entity level: Purchasing policies at the legal-entity level allow for the creation of specific rules and requirements for each legal entity within the organization. This enables personnel in the United States and Canada to purchase from separate catalogs and suppliers, as the policy rules can be tailored to each legal entity's requirements.
C. Set up category access policy rules: Category access policy rules allow for the control of which categories are available for a purchasing group to purchase. However, this option does not differentiate between legal entities or organizations. Therefore, this option will not achieve the desired outcome of ensuring that personnel in the United States and Canada purchase from separate catalogs and suppliers.
D. Set up purchasing policies at the organization level: Purchasing policies at the organization level apply to the entire organization, and do not allow for the creation of specific rules and requirements for each legal entity within the organization. Therefore, this option will not achieve the desired outcome of ensuring that personnel in the United States and Canada purchase from separate catalogs and suppliers.

Therefore, the correct answer is B. Set up purchasing policies at the legal-entity level.

Prev Question Next Question