About user roles [AX 2012]

Updated: March 24, 2011

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

As a vendor portal administrator, you must specify a role for each user when you submit a new user request. The user role that you assign to a user determines their level of access and their ability to act on information in the Vendor portal. You can assign an employee to either the Vendor portal administrator user role or the Vendor user role.

Users who are assigned the Vendor portal administrator user role can perform the following tasks in the Vendor portal:

  • View the vendor profile.

  • Create requests to add or delete users.

  • Maintain procurement catalogs.

  • View purchase orders and requests for quotations.

NoteNote

The first contact for a vendor is automatically assigned to the Vendor portal administrator user role.

Users who are assigned the Vendor user role can perform the following tasks in the Vendor portal:

  • Maintain the vendor profile.

  • Update invoices.

  • Submit requests to allow the vendor to do business in additional procurement categories.

  • Submit confirmations that the vendor can do business in the additional procurement categories that are outlined in a vendor category extension request that was submitted by an employee.

  • Reply to requests for quotations.

  • Respond to purchase orders. From the vendor’s perspective, these are sales orders.

  • View purchase order confirmations.

  • View product receipt journals.


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

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