Working with vendors (Retail essentials) [AX 2012]

Updated: July 17, 2014

Applies To: Microsoft Dynamics AX 2012 R3

When you create a vendor account, you enter information about the vendor in a vendor record. This information is used to populate documents automatically and to track activity that is related to the vendor. This topic explains how to create, update, and delete vendor records.

NoteNote

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

  1. Click Retail essentials > Inventory management > All vendors.

  2. On the Action Pane, on the Vendor tab, in the New group, click Vendor.

  3. In the Vendors form, on the General FastTab, in the Vendor account field, enter a unique identifier for the vendor. Depending on the configuration of your system, the vendor account number might be generated automatically.

  4. In the Record type field, select whether the vendor is a person or an organization.

  5. In the Name field, enter the name that appears in documents that are created for the vendor.

  6. In the Group field, select the vendor group that applies to the vendor.

  7. Enter values on the other FastTabs in the Vendors form as appropriate. For more information, see Vendors (form).

  1. Click Retail essentials > Inventory management > All vendors.

  2. Select the record to update, and then, on the Action Pane, on the Vendor tab, in the Maintain group, click Edit.

  3. After you have finished modifying the information, click Save and close.

  1. Click Retail essentials > Inventory management > All vendors.

  2. Select the record to delete, and then, on the Action Pane, on the Vendor tab, in the Maintain group, click Delete.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
Show: