New vendor request (form) [AX 2012]

Updated: September 14, 2012

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 pending approval. On the Vendor requests pending approval list page, open a vendor request.

Use this form to review and respond to an employee request to add a new vendor to the list of vendor companies that your organization is allowed to do business with. If you want more information about a vendor before you decide, you can return the request to the employee.

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

Tab

Description

General

View the request details, such as the requester information and request creation date.

Vendor information

View the postal address and contact information, such as the telephone number, fax number, and email address, for the vendor organization.

Contact person information

View the address and contact details for the vendor organization’s primary contact person. By default, the address and telephone number for a vendor contact are copied from the address and telephone number 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 vendor request.

Questionnaire information

View the questionnaire responses that the employee submitted.

Button

Description

Address book

Create or update addresses for the vendor in the global address book.

Answer 
(On the Questionnaire information tab)

View the employee responses for the selected questionnaire.

Results report 
(On the Questionnaire information tab)

View a bar graph that summarizes the results of the questionnaire.

Answer report 
(On the Questionnaire information tab)

View the vendor responses to the selected questionnaire.

Incorrect answers 
(On the Questionnaire information tab)

View the employee's incorrect answers for the selected questionnaire.

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.

No online capabilities

Select this check box if the vendor does not have access to the Internet.

Reason code

Select the reason code that indicates why the request is being approved or rejected. This field is typically used for request 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.

Category name

The procurement category in which the vendor can provide items or services to meet the needs of the employee who submitted the new vendor request.

Category status

Indicates whether the vendor is approved to do business in a procurement category.

Nature of activity and justification

The employee's business justification for selecting this vendor.

Did you look at existing vendors?

A selected check box indicates that 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 specified vendor instead of an existing vendor.

Estimated start date of activity

The date on which the employee expects to begin working with the requested 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.


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

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