Vendor category approval (form)
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.
-or-
Click Procurement and sourcing > Common > Vendor requests > Category requests pending approval. On the Category requests pending approval list page, select a request, and then click Edit.
Use this form to review and respond to the following:
Requests that were submitted by existing vendors to be authorized to do business in additional procurement categories
Confirmations from vendors that they can supply products in additional categories that were specified by an employee in a category extension request
Tasks that use this form
Key tasks: Manage category requests from employees
Key tasks: Manage category requests from vendors
Examples
Your company, Fabrikam, has two business units: Fabrikam 10 and Fabrikam 20. Fabrikam 10 purchases products from Contoso, a vendor, in categories A and B. Contoso can also deliver products in category C, but is not approved for that category. In the Vendor portal, Contoso submits a Vendor category extension request requesting to be authorized to provide products in procurement category C. The purchasing agent reviews the request on the Category requests pending approval list page in the Microsoft Dynamics AX client.
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 and contact information for the vendor company. |
Contact person information |
View address and contact information about contact persons at the vendor company. These contacts are listed as contacts in the vendor profile. The vendor administrator can submit a user request to grant a vendor contact access to the Vendor portal. |
Category information |
View the procurement categories that are specified on the request.
|
Questionnaire information |
View the questionnaires that the vendor has completed as part of the category request process. |
Buttons
Button |
Description |
---|---|
Answer |
View the vendor responses for the selected questionnaire. |
Results report |
View a bar graph summary of the total questionnaire results. |
Answer report |
View the vendor responses to the selected questionnaire. |
Incorrect answers |
View the vendor's incorrect answers for the selected questionnaire. |
Fields
Field |
Description |
---|---|
Group |
The vendor group that the vendor is assigned to. |
Initiated by |
The party who submitted the initial category request.
|
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. |
Terms of payment |
The terms of payment that the vendor has agreed to. |
Currency |
The primary currency in which the vendor does business. |
Category name |
The procurement categories in which the vendor is requesting 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.
|
See also
Vendor category requests overview
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).