Vendor category request (form)

Article
05/05/2014

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 > Common > Vendor requests > Vendor requests. On the Vendor requests list page, select a request with a Request type of Category, and then click Edit.

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Click Procurement and sourcing > Common > Vendor requests > Vendor requests pending approval.

On the Vendor requests pending approval list page, double-click any request that has a request type of Category.

Use this form to review and respond to employee requests to authorize vendors to do business in additional procurement categories.

Tasks that use this form

Key tasks: Manage category requests from employees

Navigating the form

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

Tabs

Tab	Description
General	View general information about the vendor category request and the vendor who is referenced on the request. You can also enter a reason for rejecting a request.
Vendor information	View address information for the vendor.
Contact person information	View contact details for the vendor.
Categories	View the procurement categories to which the employee is requesting that the vendor be added.
Business justification	View the business justification that the employee supplied when submitting the category extension request.

Buttons

Button	Description
Address book	Create or update addresses for the vendor in the address book.

Fields

Field	Description
Preparer name	The name of the employee who submitted the request.
Title	The job title of the employee who submitted the request.
Requester name	The name of the employee on whose behalf the request was submitted.
Title	The job title of the employee on whose behalf the request was submitted.
Reason code	Select the reason code that indicates why the request was approved or rejected. For information about reason codes, see Reasons (form).
Reason comment	Enter a comment to explain why the request was approved or rejected.
Category name	The procurement category in which the employee requested that the vendor be authorized to do business.
Description	The description of the procurement category in which the vendor is requesting to do business.
Category status	The vendor’s status in the specified procurement category. Statuses include the following: Approved – The vendor is authorized to do business in the procurement category. Preferred – Your organization prefers the vendor over other approved vendors in the procurement category. Preferred vendors typically have better pricing agreements with the purchasing organization. The purchasing organization encourages employees to purchase from preferred vendors instead of standard approved vendors whenever possible.
Nature of activity and justification	The employee's business justification for expanding this vendor into additional categories.
Did you look at existing vendors?	If this check box is selected, the employee reviewed existing vendors before submitting the request.
Reason for preference over existing vendors	The employee's reason for preferring to do business with the requested vendor instead of an existing vendor.
Estimated start date of activity	The date on which the employee expects to begin working with the vendor.
Value of initial order	The estimated value of the first order with the vendor.
Estimated amount of business in the next 12 months	The estimated value of the total amount of business that the employee expects to conduct with the vendor over the next 12 months.
Estimated number of transactions in the next 12 months	The estimated number of transactions that the employee expects to complete with the vendor over the next 12 months.
One time vendor	If this check box is selected, the employee expects to purchase products from the vendor only once in the selected category.
Bid only	If this check box is selected, the vendor has submitted purchase quotations, but the employee has not purchased from the vendor.