Monday 20 November 2017

Vendor collaboration management in AX7 / D365

In this blog I will demonstrate how to create vendor user and create purchase orders to be shown in vendor collaboration.

Vendor user creation in Dynamics 365:

Create Primary contact on vendor using navigation shown below.

Create user and assign the following roles on user.

Purchase order creation:

Create Purchase order of your vendor, add lines and confirm the Purchase order.

Now login from newly created user and navigate the following location.

At this stage user can see its open and confirmed purchase order which be shown under vendor collaboration section.

No comments:

Post a Comment

How to Get Customer Free Text Invoice "Totals" form field value with X++ in D365FO

Customer free text invoices are an essential aspect of financial management in D365FO. In this blog, I have compiled all the code needed to ...