Checklist: Deploy a vendor registration portal
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
This topic provides checklists that can help you deploy Enterprise Portal for Microsoft Dynamics AX for vendor access. Vendors who have registered with your business or organization can perform a variety of tasks from a vendor self-service portal. Some of the common tasks include the following:
Update a profile
Update contacts
View purchase orders that have not yet been invoiced
Request to be added to additional procurement categories
Request to add users from your organization to the vendor self-service portal
Create invoices from purchase orders
For a complete description of the features and reports available on a vendor portal, see Overview of Enterprise Portal for Microsoft Dynamics AX. For information about how to deploy an unsolicited vendor portal, see Checklist: Deploy an unsolicited vendor portal.
Checklist for a vendor portal deployment
The following table describes tasks that you must complete to deploy Enterprise Portal.
Task |
For more information… |
|---|---|
Install Enterprise Portal |
Install Enterprise Portal on a single server -or- |
Install Enterprise Portal Help content |
|
Configure Enterprise Portal security. |
|
Configure Microsoft Dynamics AX to enable vendor user provisioning. Users are provisioned either as part of the user request process, or automatically through specific tasks in the user request workflow. User provisioning automates the creation of Microsoft Dynamics AX user accounts and user permission assignments. This ensures proper control of users and their access to the Vendor portal and simplifies the process of creating users. |
|
Specify vendor roles on the External roles form. |
Click System administration > Setup > Security > External roles. |
Configure Enterprise Portal parameters |
Next step
After you finished preparing the Enterprise Portal environment for vendor access, you must configure vendor portal pages and vendor portal workflow templates in the Microsoft Dynamics AX client. For more information, see Configuring Enterprise Portal for vendor requests in the Microsoft Dynamics AX online Help.
See also
Create an Enterprise Portal site
Install multiple Enterprise Portals on the same server
Checklist: Deploy an internal Enterprise Portal site that has Role Centers