Checklist: Deploy a vendor registration portal [AX 2012]

Updated: January 17, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic provides checklists that can help you deploy Enterprise Portal for Microsoft Dynamics AX for vendor access. Vendors who have registered with your business or organization can perform a variety of tasks from a vendor self-service portal. Some of the common tasks include the following:

  • Update a profile

  • Update contacts

  • View purchase orders that have not yet been invoiced

  • Request to be added to additional procurement categories

  • Request to add users from your organization to the vendor self-service portal

  • Create invoices from purchase orders

For a complete description of the features and reports available on a vendor portal, see Overview of Enterprise Portal for Microsoft Dynamics AX. For information about how to deploy an unsolicited vendor portal, see Checklist: Deploy an unsolicited vendor portal.

The following table describes tasks that you must complete to deploy Enterprise Portal.

Task

For more information…

Install Enterprise Portal

Install Enterprise Portal on a single server

-or-

Install Enterprise Portal in a Web farm

Install Enterprise Portal Help content

Install Enterprise Portal Help content

Configure Enterprise Portal security.

Checklist: Configure Enterprise Portal security

Configure Microsoft Dynamics AX to enable vendor user provisioning. Users are provisioned either as part of the user request process, or automatically through specific tasks in the user request workflow. User provisioning automates the creation of Microsoft Dynamics AX user accounts and user permission assignments. This ensures proper control of users and their access to the Vendor portal and simplifies the process of creating users.

Configuring Enterprise Portal for vendor requests

Specify vendor roles on the External roles form.

Click System administration > Setup > Security > External roles.

Configure Enterprise Portal parameters

Specify Enterprise Portal parameters

After you finished preparing the Enterprise Portal environment for vendor access, you must configure vendor portal pages and vendor portal workflow templates in the Microsoft Dynamics AX client. For more information, see Configuring Enterprise Portal for vendor requests in the Microsoft Dynamics AX online Help.


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

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