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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 > Setup > Vendors > Disallowed vendors.
Use this form to identify vendors or potential vendors that are not allowed do business with specific legal entities in your organization. The disallowed vendors list is used in system checks for certain types of vendor-related requests.
If disallowed vendor validation is enabled, a system check is performed when a vendor request is submitted. The system searches the disallowed vendor table for matches in the following fields:
Name
Address
Phone
1099 tax ID
Bank account number
If a match is found, the vendor request is flagged for the reviewer to indicate that the vendor is disallowed.
Note
Users who have access to the All vendors list page and appropriate permissions can add a disallowed vendor to the vendor list. The disallowed vendor validation is used only during the vendor request process.
Define and maintain the disallowed vendors list
The following tables provide descriptions for the controls in this form.
Tip
When you create a disallowed vendor, and the vendor type is an organization, the Company accounts, Address, and Contact information FastTabs may not be displayed. To see all of the FastTabs, enter information on the General and Details FastTabs, and then save the record.
Tab |
Description |
|---|---|
General |
Enter the vendor name and contact information, and select the address book type. Note The fields that appear on this tab change based on the selection in the Record type field. |
Details |
Enter additional vendor identification information, such as bank account number, 1099 tax ID, Siret ID, or SWIFT number. |
Company accounts |
Select the companies for which the vendor is disallowed. You must select at least one company. |
Address |
Enter address information for the vendor. |
Contact information |
Enter contact information for the vendor, such as telephone number, web address, and email address. |
Field |
Description |
|---|---|
Record type |
The type of disallowed vendor. Disallowed vendors can be organizations or people. |
Name |
The name of the disallowed vendor. The vendor name is reviewed during the vendor request system checks. |
1099 tax ID |
The vendor’s registration number with federal authorities for 1099 reporting. The tax ID is reviewed during the vendor request system checks. |
Bank account number |
The bank account for the vendor. The vendor bank account number is reviewed during the vendor request system checks. |
Selected company accounts |
The companies for which the vendor is considered a disallowed vendor. |
Remaining company accounts |
The companies for which the vendor is not considered a disallowed vendor. Vendors can be disallowed in some companies and allowed in others. |
Key tasks: Set up vendor add requests
Configuring Enterprise Portal for vendor requests
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).