D365FO - Procurement Categories

Master setup process for procurement categories. Step 1. Go to Procurement and sourcing > Procurement categories.

Step 2. On the Action Pane, click on Edit category hierarchy button.

Step 3. In the Category field, enter or select a value.

Step 4. On the Action Pane, click on New category node button.

Step 5. In the Name field, type a value.

Step 6. In the Code field, type a value.

Step 7. In the Description field, type a value.

Step 8. In the Friendly name field, type a value.

Step 9. On the Action Pane, click on Save button.

Step 10. On the Action Pane, click on Back button.

Then proceed with Purchase policies setup.