Vendor category approval (form) [AX 2012]

Updated: July 8, 2011

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

Key tasks: Manage category requests from employees

Key tasks: Manage category requests from vendors

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.

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

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.

  • If the request was initiated by an employee, these are the additional categories in which the employee is requesting the vendor be authorized to do business. At this stage, the employee’s request has been approved, and the vendor is confirming that they are able to do business in these procurement categories.

  • If the request was submitted by a vendor, these are additional categories in which the vendor is requesting they be authorized to do business.

Questionnaire information

View the questionnaires that the vendor has completed as part of the category request process.

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.

Field

Description

Group

The vendor group that the vendor is assigned to.

Initiated by

The party who submitted the initial category request.

  • Vendor – The request was submitted by the vendor in the Vendor portal.

  • Employee –The request was submitted by an employee in the Employee services portal.

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.

  1. Approved – The vendor is authorized to do business in the procurement category.

  2. Preferred – The company prefers the vendor over other approved vendors in the procurement category.

    Preferred vendors typically have favorable pricing agreements with the purchasing organization. The purchasing organization encourages employees to purchase from preferred vendors instead of standard approved vendors whenever possible.


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

Community Additions

Show: