Create or update a vendor status change request [AX 2012]

Updated: March 25, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use a vendor status change request to request a change to a vendor's hold status. A vendor's hold status determines whether purchase orders can be created for the vendor, whether the vendor invoice can be paid, and so on.

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 Vendor requests page, click Vendor status.

  3. On the Vendor status change request page, select your name in the Requester field, and then select the vendor account number in the Vendor account field.

  4. In the Requested status field, select the appropriate status. The following values are available:

    • No – No transaction types are on hold for this 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 this vendor, and the vendor cannot automatically be put on hold because of inactivity. This status is used for vendors who are used regularly but rarely. For example, you can use the Never hold status for a vendor that performs some kind of annual maintenance.

  5. Click Create. The Vendor status change request page displays more details about the vendor, such as the vendor address and contact information.

  6. Enter the business justification for the request, and then click Save and close.

  7. In the workflow message bar, click Submit.

The Vendor requests page displays all of the vendor requests that you have created. You can view the details of a status change request by clicking the request ID. Only requests that have a status of Draft, Request cancelled, or Request rejected can be updated.

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

  2. Click a request ID. The request must have a request type of Status change, and a status of Draft, Request cancelled, or Request rejected.

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

  4. Change the fields in the request as necessary, and then click Save and close.

  5. In the workflow message bar, click Submit.

You can delete requests that have a status of Draft.

  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 Status change and a status of Draft.

  3. Click Delete.

You can cancel vendor status change requests that have a status of Request submitted or Pending approval.

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

  2. Click a request ID that has a request type of Status change, and a status of Request submitted or Pending approval.

  3. In the workflow message bar, click Actions > Cancel.

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

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

  2. Click a request ID that has a request type of Status change and any status other than Draft.

  3. In the workflow message bar, click Actions > View history.

The Workflow history details page lists all of 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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