Wednesday, June 28, 2017
Configuring A Vendor Requests

 

Built into Dynamics AX is a feature for managing the setup of new Vendors which allows users to request for new vendors to be added, for the purchasing group approval process by the way of workflows, and finally automatically create new vendor records.  Additionally, if you are using the Vendor Portal, the on-boarding process will allow you to co-ordinate the setup of the vendor users, and if you want to, you van also have the prospective vendors update and approve their information before they are approved to ensure that their details are correct, and that they want to do business with you as well.  This process is a great way to streamline the vendor setup process and is also a time saver because people are involved through the workflow process and all activities are tracked.


In this worked example we will show how the vendor on-boarding process is handled through the Vendor Requests function within Dynamics AX.

 

 

Topics Include:

 

  • Configuring the Vendor Justification Workflow
  • Creating a New Vendor Request via the Employee Self Service Portal
  • Approving New Vendor Add Justification Requests
  • Configuring the Vendor Application Approval Workflow
  • Approving New Vendor Applications
  • Configuring the User Provisioning Request Workflow
  • Requesting a Portal User Account for a Vendor
  • Configuring a new Vendor Portal User Account
  • Allowing Prospective Vendors to Update Their Information
Get Your Own Copy Of The Book

If you are more of a would like to get your own copy of the book then don't worry - we have made it available for you through Blind Squirrel Publishing.  All you have to do is follow the link below:


Buy Now


If you want a copy of the book from Amazon then just click on this link  http://www.amazon.com/dp/B00IIAYIDO/

Become an eBook Subscriber and get All the Books at Once

If you want access to all of the books that we have published (and will publish in the future then you may want to become an eBook Subscriber.  This will allow you to download the latest version of the book directly from the Dynamics AX Companions site as a PDF file, which may also contain additional content that is not available in the published version because this will be the source file for the next and updated editions.  This is a one time only fee of $249.00 which is a steal if you ask us.

 

 

If you want to become an eBook Subscriber then just go to your Account Profile and add an eBook Subscription to your account.  It's super easy to do.

 

If you are a eBook Subscriber, then just click on the book link to get the file.



 


If you don't want to commit to getting a copy of all the books that are available, then you can just purchase the individual book by adding the Configuring Vendor Requests subscription to your account profile for $4.99.

Sign Up For The Premium Subscription To Access More of The Content
There is a lot more content that is available through the Dynamics AX Companions site, but in order to keep the lights on (or the Azure hosting fees paid) they can only be accessed if you show your support to the website through a subscription.  The Premium subscription will also give you access to all the PDF versions from the Tips & Tricks archive, giving you a sneak preview into the next Tips & Tricks book before it's even published.  I’m hoping that people will appreciate that this is just $9.95 a month and keep on subscribing and not just pillage the files and then cancel the monthly subscription because then you will miss out on all the new content that is continually made available.

 

To add a Premium subscriptions to your account just follow these instructions:

  1. Register on the site by clicking on the register link in the header of the website.
  2. Access your user profile by clicking on your name in the top right of the form, (or by clicking here) and click on the My Account button below your profile image.
  3. Select the Manage Services tab and click on the Subscribe button for the subscription that you want to add..
Contact Info

EMAIL: info@dynamicsaxcompanions.com

TWITTER: @daxcompanions