Purchasing Policies – Set up policies for procurement category hierarchies in Microsoft Dynamics 365 Finance and Operations: Part-1

Dynamics 365 Supply Chain Management

Purchase policy enforces rules on the purchase process to define effective business processes for customers.
It includes different types of policy rules that can be defined in the system.
The blog focuses on explaining the "Procurement Category hierarchy" access policy.
The scenario provided involves restricting users to create purchase requisitions only for specific categories.
Steps to create and implement the Category Access rule are outlined in the blog.
The effectiveness of the policy can be validated by creating a Purchase requisition and adding lines.
The blog concludes by encouraging readers to utilize purchase policies and hints at future articles on other policies.
Special thanks to Nikesh Kurhade for contributing to the blog.

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