Vendor search criteria (form) [AX 2012]

Updated: November 16, 2010

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

Click Procurement and sourcing > Inquiries > Vendors > Vendor search.

Use this form to select the criteria to search for a vendor or group of vendors. Each search criterion that you select is combined. For example, if you select a city and a category, the results contain only vendors in the selected city and category.

The following tables provide descriptions for the controls in this form.

Tab

Description

Common criteria

Select search criteria that is common to all vendors, such as name, location and diversity classification.

Vendor specific criteria

Select search criteria for approved vendors, such as vendor status.

Advanced search query

View and modify the search expression that represents your search criteria.

Search results summary

The number of vendors in your search results based on your search criteria.

Button

Description

Plus sign

Add or remove search criteria.

Update

Click to update the selections in the tabs after you change the search expression.

Refresh link

Update the Search results summary as you modify the search criteria.

Field

Description

Current vendors

Select to search the approved vendor list.

Prospective vendors

Select to search the prospective vendor list.

Unsolicited vendors

Select to search the unsolicited vendor list.

Employees that are vendors

Select to include employees in the search.

All legal entities

Search for a vendor throughout your organization.

Name contains

Enter part of a specific vendor name.

Minority owned

Select if you want to include minority-owned vendors:

  • Ignore – Include all vendors regardless of ownership.

  • No – Do not include minority-owned vendors.

  • Yes – Include only minority-owned vendors in the search.

Female owned

Select if you want to include vendors owned by women. The choices are the same as for minority-owned vendors.

Small business

Select if you want to include vendors that meet your guidelines for being a small business. The choices are the same as for minority-owned vendors.

Locally owned

Select if you want to include only locally owned vendors. The choices are the same as for minority-owned vendors.

Vendor evaluation criterion group

Select the vendor evaluation criterion groups to include in your search. If you do not make a selection, all criterion groups are included in your search.

Vendor evaluation criteria

Select the vendor rating criteria to include in your search. If you do not make a selection, all criteria are included in your search.

Vendor group

Select specific vendor groups to include in your search. If you do not make a selection, all vendor groups are included in your search.

Vendor hold

Specify whether to include vendors on hold:

  • No – The vendor has no holds. Include all vendors, regardless of hold type, in your search.

  • Invoice – No invoices can be created or posted for this vendor.

  • All – The vendor is on hold for all transaction types (payments, purchase requisitions, and invoices).

  • Payment – No payments can be generated for this vendor.

  • Requisition – Only purchase requisitions can be created but no other transactions.

  • Never – The vendor is never put on hold for inactivity.

Category status

Select whether to include the status of vendors in a procurement category:

  • Approved – The vendor is approved for purchases in the category.

  • Preferred – The vendor is preferred for purchases in the category.

Bid only

The vendor can submit quotes and proposals, but your organization has not yet purchased from the vendor.

One-time supplier

Select whether to include only one-time vendors in your search.

Owner is a service veteran

Select whether to include vendors owned by a service veteran in your search.

Owner is disabled

Select whether to include vendors owned by people with disabilities in your search.

Ethnic origin

Select to include only specific ethnic origins in your search.

Enter search expression

View or modify the search expression that represents your search criteria.


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

Community Additions

Show: