Prospective vendor profile (form)

Artículo
05/05/2014

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 > Common > Vendor requests > Vendor profile pending approval. Double-click a vendor profile.

Use this form to review the profile of a prospective vendor. By using workflow, you can approve or reject the vendor’s profile. After the vendor’s profile is approved, the vendor becomes a vendor for your organization.

Task that uses this form

Key tasks: Manage prospective vendor requests

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	View basic information about the vendor, such as name, vendor language, and request status.
Vendor information	View the vendor’s address and contact information.
Contact person information	View details about the contact person for the vendor.
Categories	View the procurement categories that the employee is requesting that the vendor be added to.
Payment information	View the bank details and payment profile for the vendor.
Questionnaire information	View the questionnaires that the vendor completed when the vendor profile information was submitted. You can also view information about the vendor’s responses to the questionnaires.

Buttons

Button	Description
Edit record	Update fields that are associated with the prospective vendor profile. Approve or reject the profile by using workflow.
Add vendor to another legal entity	Add the vendor to another organization or legal entity.
Update profile	Make additional fields in the form editable so that you can enter or modify the vendor profile information. This button is available only if the No online capabilities check box was selected in the vendor request form. Because the requested vendor has no online capabilities, they cannot update their profile in the vendor self-service portal. Updates to the prospective vendor’s profile are made in this form.
Address book	Create or update addresses for the vendor in the address book.
Change vendor name	Change the name of the vendor in the prospective vendor profile.
Advanced	Open the Manage addresses form, where you can make changes to the vendor addresses. For more information, see Manage addresses (form).
Map	Open an online map for the selected address.
Answer	View the vendor’s responses to the selected questionnaire.
Reports	Open a menu that contains the following items: Results report – View a bar graph that summarizes the results of the questionnaire. Answer report – View the vendor’s responses to the selected questionnaire. Incorrect answers – View the vendor's incorrect answers for the selected questionnaire.

Fields

Field	Description
Vendor name	The name of the vendor as it was submitted by the employee in the new vendor request.
Search name	The search name that will be stored for the vendor for future vendor searches. For more information, see Vendor search criteria (form).
Reason code	Select the reason code that indicates why the request is being approved or rejected. Define vendor reason codes on the Vendor reasons form (Click Procurement and sourcing > Setup > Vendors > Vendor reasons.)
Reason comment	Enter a comment to explain why the request was approved or rejected.
Purpose	View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.
Primary	View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.
Category name	The procurement category in which the employee requested that the vendor be allowed to do business or the vendor is requesting to be allowed to do business.

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