Create or modify a vendor account
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
As a purchasing agent for your organization, you can create new vendors in Enterprise Portal for Microsoft Dynamics AX and maintain vendor account information. For example, you can do the following:
Update account information, such as address information, for vendors that do business with your organization.
Modify the contacts that are associated with a vendor account.
Delete a vendor from the vendor master list.
Important
Your user role in Microsoft Dynamics AX must have permission to create and modify vendor accounts.
Create a vendor account
Click Procurement on the top link bar, and then click Vendors on the Quick Launch.
On the Action Pane, in the New group, click Vendor.
On the New vendor page, on the General FastTab, do the following:
In the Group field, select a vendor group. Vendors in a vendor group have common characteristics, such as payment terms, settle period, and sales tax group.
In the Record type field, select whether the vendor is a person or an organization.
In the Name field, enter a unique name for the vendor. This name is printed on documents that you send to the vendor, such as invoices and statements.
In the Search name field, enter a short name for the vendor. This name is used when you search for vendor data. If you do not enter a search name, the value in the Name field is used when you search for vendor data.
In the Address books field, select the legal entities that this vendor is approved to do business with.
In the Language field, select the language that is used for external documents that are sent to the vendor, such as purchase orders.
On the Address FastTab, click Add, and then enter address information for the vendor.
On the Contact information FastTab, click Add, and then enter information about contacts at the vendor organization.
On the Details FastTab, do the following:
In the Currency field, select the currency that is used for vendor invoices.
In the Vendor hold field, select the transaction types, if any, that have been placed on hold for the vendor account:
No – No holds have placed on the vendor.
Invoice – No invoices can be created or posted for the vendor.
All – The vendor is on hold for all transaction types.
Payment – No payments can be generated for this vendor.
Requisition – No purchase requisitions can be created for this vendor.
Never – The vendor cannot automatically be put on hold for inactivity.
In the Buyer group field, select a buyer group for the vendor. The buyer group defines the group of purchasing agents in your organization who can interact with the vendor.
On the remaining FastTabs, enter information about the new vendor, as applicable.
Click Save and close to add the new vendor to the vendor master list for the address books that you selected on the General FastTab.
Modify the vendor information
Click Procurement on the top link bar, and then click Vendors on the Quick Launch.
On the Vendors page, click the vendor account ID for the vendor record that you want to modify.
On the View vendor page, on the Action Pane, click Edit. After you finish modifying the information, click Save and close.
Delete a vendor
Click Procurement on the top link bar, and then click Vendors on the Quick Launch.
On the Vendors page, select the vendor that you want to delete.
On the Action Pane, on the Vendor tab, click Delete.