New vendor request (form)
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 requests pending approval. On the Vendor requests pending approval list page, open a vendor request.
Use this form to review and respond to an employee request to add a new vendor to the list of vendor companies that your organization is allowed to do business with. If you want more information about a vendor before you decide, you can return the request to the employee.
Task that uses this form
Key tasks: Review new vendor requests from employees
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
View the request details, such as the requester information and request creation date. |
Vendor information |
View the postal address and contact information, such as the telephone number, fax number, and email address, for the vendor organization. |
Contact person information |
View the address and contact details for the vendor organization’s primary contact person. By default, the address and telephone number for a vendor contact are copied from the address and telephone number for the vendor. |
Categories |
View the procurement categories to which the employee is requesting that the vendor be added. |
Business justification |
View the business justification that the employee supplied when submitting the vendor request. |
Questionnaire information |
View the questionnaire responses that the employee submitted. |
Buttons
Button |
Description |
---|---|
Address book |
Create or update addresses for the vendor in the global address book. |
Answer |
View the employee responses for the selected questionnaire. |
Results report |
View a bar graph that summarizes the results of the questionnaire. |
Answer report |
View the vendor responses to the selected questionnaire. |
Incorrect answers |
View the employee's incorrect answers for the selected questionnaire. |
Fields
Field |
Description |
---|---|
Preparer name |
The name of the employee who submitted the request. |
Title |
The job title of the employee who submitted the request. |
Requester name |
The name of the employee on whose behalf the request was submitted. |
Title |
The job title of the employee on whose behalf the request was submitted. |
No online capabilities |
Select this check box if the vendor does not have access to the Internet. |
Reason code |
Select the reason code that indicates why the request is being approved or rejected. This field is typically used for request rejections and is required when a request is rejected. For information about reason codes, see Reasons (form). |
Reason comment |
Enter a comment to explain why the request was approved or rejected. |
Category name |
The procurement category in which the vendor can provide items or services to meet the needs of the employee who submitted the new vendor request. |
Category status |
Indicates whether the vendor is approved to do business in a procurement category. |
Nature of activity and justification |
The employee's business justification for selecting this vendor. |
Did you look at existing vendors? |
A selected check box indicates that the employee reviewed existing vendors before submitting the request. |
Reason for preference over existing vendors |
The employee's reason for preferring to do business with the specified vendor instead of an existing vendor. |
Estimated start date of activity |
The date on which the employee expects to begin working with the requested vendor. |
Value of initial order |
The estimated value of the first order with the vendor. |
Estimated amount of business in the next 12 months |
The estimated value of the total amount of business that the employee expects to conduct with the vendor over the next 12 months. |
Estimated number of transactions in the next 12 months |
The estimated number of transactions that the employee expects to complete with the vendor over the next 12 months. |
One time vendor |
A selected check box indicates that the employee who submitted the request expects to do business with this vendor only one time. |
Bid only |
A selected check box indicates that the vendor has submitted purchase quotations, but the employee has not purchased from the vendor. |
See also
Manage vendor requests overview
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).