202

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.   

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18 Comments

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Category: Vendor Experiences (57)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

Vendor bank account change proposal workflow feature in the Feature management

Accounts payable parameters > Vendor bank account approval section

129

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.

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15 Comments

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Category: Vendor Experiences (57)

STATUS DETAILS
Under Review
Ideas Administrator

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 

 

50

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 ...

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2 Comments

Read more... 2 Comments

Category: Vendor Experiences (57)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

  • Vendor bank account change proposal workflow feature in the Feature management
  • Accounts payable parameters > Vendor bank account approval section
48

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...

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6 Comments

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Category: Vendor Experiences (57)

STATUS DETAILS
Needs Votes
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.

26

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...

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0 Comments

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Category: Vendor Experiences (57)

STATUS DETAILS
Needs Votes
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.

24

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...

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1 Comments

Read more... 1 Comments

Category: Vendor Experiences (57)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

  • Vendor bank account change proposal workflow feature in the Feature management
  • Accounts payable parameters > Vendor bank account approval section
24

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 ...

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5 Comments

Read more... 5 Comments

Category: Vendor Experiences (57)

STATUS DETAILS
Needs Votes
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.

21

Vendor Collaboration Workspace Auto Vendor Invoice Match and Post

  • Existing functionality is that a Vendor can upload a Purchase order Invoice via their workspace. If there is a Vendor invoice workflow configured Vendor will submit Invoice to Workflow.
  • Under non-collaboration workspace scenarios the Vendor invoice workflow can be configured to au...

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    0 Comments

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    Category: Vendor Experiences (57)

    STATUS DETAILS
    New
20

Add purchase order line number field to invoice lines in the supplier collaboration module

Currently, the purchase order line number field is not visible on the invoice lines in the supplier collaboration module. This is required by suppliers so they can validate and update invoice lines in comparision to the purchase order doucment they have received from the customer.


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0 Comments

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Category: Vendor Experiences (57)

STATUS DETAILS
Needs Votes
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.

18

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...

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0 Comments

Read more... 0 Comments

Category: Vendor Experiences (57)

STATUS DETAILS
Needs Votes