New status change request (form)

  • Article

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 that has a Request type of Status change.

Use this form to approve or reject requests by an employee to change the hold status for a vendor.

For example, a vendor was put on hold because of inactivity. An employee requests to remove the hold status so that they can place an order with the vendor.

Tasks that use this form

Key tasks: Manage vendor status change requests

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

Tabs

Tab

Description

General

View the requester information, vendor name, and address book type for the vendor.

Status change

View the status change that the employee requested for the vendor.

Business justification

View the employee's business justification for removing the hold for the vendor.

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 is being approved or rejected. This field is typically used only for rejections and is required when a request is rejected. For information about reason codes, see Reasons (form).

Reason comment

Enter a comment to explain why the request was approved or rejected.

Vendor hold

The current hold status for the vendor. The hold statuses are:

  • No – No transaction types are on hold for the vendor. All types of transactions are permitted.

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

  • All – All transactions for this vendor are on hold.

  • Payment – No payments can be generated for this vendor. Payments that were generated before the hold was applied can be posted.

  • Requisition – No requisitions that reference this vendor can be created.

  • Never – No transaction types are on hold for the vendor, and the vendor cannot automatically be put on hold for inactivity. This status is used for vendors who are used regularly, but not frequently. For example, you might use the Never hold status for a vendor that does some type of annual maintenance.

Current status

The current hold status of the vendor.

Requested status

The hold status that the employee is requesting for the vendor. If the request is approved, the vendor hold status is changed to the value that is displayed in this field.

Vendor hold release date

The date that the vendor status change goes into effect if the status change is approved.

Reason code

The reason that the employee is requesting a change to the vendor hold status. For information about reason codes, see Reasons (form).

Nature of activity and justification

The employee's business justification for changing the hold status of the vendor.

Reason for preference over existing vendors

The employee's reason for preferring to do business with the specified vendor instead of an existing vendor.

Did you look at existing vendors?

A selected check box indicates that the employee reviewed existing vendors before submitting the request.

Estimated start date of activity

The date when the employee expects to begin working with the selected 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

A selected check box indicates that the employee who submitted the request expects to do business with this vendor only one time.

Bid only

A selected check box indicates that the vendor has submitted purchase quotations, but the employee has not purchased from the vendor.

See also

Manage vendor requests overview

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