Vendor bank account workflow
Currently, there is no workflow related to changes in the vendor bank accounts. This is a very common scenario in the business to validate and approve bank accounts, before they are used.
Workflow to approve the creation of vendor
The creation of vendors can lead to expenditure being spread over more vendors thus increase managements costs and decreasing the concentration of expenditure, reducing bargaining power. To overcome this, I am proposing a feature to add workflow to the creation of a vendor.
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Updated 06-05-2019: I assume you refer to an internal process of an employee raising a request for onboarding a vendor and submitting that to an "internal" workflow enabled process, and not the current available process:
There is a "new vendor onboarding" process in the system where a contact person from the vendor is invited to fill out a wizard with information that is used in creating the vendor. And that is submitted to a workflow enabled process that ends up in creating a new vendor.
Sincerely,
Mai Kirknel
PM, Microsoft
Vendor Change Approval - Changes to Vendor Bank Account Record Need to Be In Scope
The new vendor change approval framework is good but probably the most critical piece of vendor data is not included in the available fields. Changes to vendor bank account fields like account number are one of the most common way fraud can be undertaken. Currently the Bank account option tracks ...
Vendor Collaboration - Invoicing - Attachment is not visible for vendor
Attachments created by vendors, when using the Invoicing workspace in the vendor portal, are not visible after these has been created. Attachments of the type 'File' are created with the type of "Internal document", and therefore not visible for the vendor, after they have been created. This r...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Vendor/Customer approval workflow - on bank details/ GAB details
We would like the Customer/Vendor approval workflow to work and capture some drill down form details like the details on vendor bank account (bank account, routing type etc.) Also the workflow to work on the Global address book so the changes are captured through vendor/customer form and also th...
Vendor portal - fonts, logos, color schemes.
Please add the ability to define fonts, logos, and color schemes for the Vendor portal that are unique/independent from the D365FO setups. So that when the vendor logs into the portal, their UI is different from internal users accessing D365FO application. Also, it would be nice to be able to ...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Creation of single invoice against multiple PO's from Vendor collaboration module.
MS D365 Vendor collaboration provide the functionality to create invoice against single purchase order from vendor collaboration module but there is a business case in which vendor can submit single invoice against multiple PO's, currently this scenario is possible in out of the box Accounts p...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Automatic updating of banking groups
Description of problem: Is there a library from which to automatically update the Vendor banking groups and import the new groups (abi-cab) on dynamics F&O. It would be useful to have a library (which is automatically updated by taking data from a source - institutional site) which automatical...
Complete a Questionnaire-functionality in Vendor Collaboration Portal for Vendor contacts
D365 Questionnaire functionalities can be utilized for Vendor Onboarding to include a Questionnaire in the Onboarding Wizard that can be executed by the Prospective Vendor. After onboarding of Vendor contacts, it would be great if they also could participate on Surveys based on D365 Questionnair...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Allow for batchable late selection for 'Send purchase order for confirmation'
The vendor collaboration functionality allows for purchase order confirmations. For a vendor to be able to see and confirm a purchase order, a user of the organisation should manually send one or multiple purchase orders for vendor confirmation.
Sending purchase orders for vendor&...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Annette
PM, Microsoft