Create or update a new vendor request [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

In Enterprise Portal for Microsoft Dynamics AX, employees can submit new vendor requests to obtain approval to do business with a vendor who is not already on the list of approved vendors.

The controls that appear in this form may vary, depending on the configuration of your system.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Order products on the top link bar, and then click Vendor requests on the Quick Launch.

  2. On the Action Pane, on the Requests tab, click Vendor request.

  3. On the New vendor request page, enter the name of the requester, the vendor name, and the vendor contact, and then click Create.

  4. Optional: On the Edit vendor request page, enter information about the vendor address and vendor contact. Then select the procurement categories and operating units that you want the vendor to be allowed to do business in.

  5. Provide a business justification for selecting this vendor.

  6. If questionnaires are listed on the Questionnaires FastTab, complete the questionnaires.

  7. Click Save and close.

  8. In the workflow message bar, click Submit.

NoteNote

New vendor requests are routed for review through the workflow system. For more information about the vendor workflow, see About workflow for vendor requests.

The Vendor requests list page displays all the vendor requests that you have created. To view the details about a new vendor request, click the request ID. Only requests that have a status of Draft, Request cancelled, or Request rejected can be modified.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Order products on the top link bar, and then click Vendor requests on the Quick Launch.

  2. Click a request ID.

  3. On the View vendor request page, on the Action Pane, click Edit.

  4. Make the required changes to the fields in the request, and then click Save and close.

  5. In the workflow message bar, click Submit.

You can delete requests that have a status of Draft.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Order products on the top link bar, and then click Vendor requests on the Quick Launch.

  2. Select a request that has a request type of Company and a status of Draft.

  3. Click Delete.

You can cancel new vendor requests that have a status of Request submitted or Request pending approval.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Order products on the top link bar, and then click Vendor requests on the Quick Launch.

  2. Click a request ID.

  3. In the workflow message bar, click Actions > Cancel to cancel the request. The request status changes to Request cancelled.

You can view the workflow history for any new vendor request that has been submitted for review.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Order products on the top link bar, and then click Vendor requests on the Quick Launch.

  2. Click a request ID.

  3. In the workflow message bar, click Actions > View history. The Workflow history details page lists all the workflow steps that have been completed for the request.


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

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