79

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.

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 

 

Comments

R

This has been introduced in version 8.1 and is a very nice feature. It would be great if was made possible to add all vendor fields to be tracked by workflow, not a limited set. Another improvement would be if the workflow kicks in directly when creating a new customer or vendor. Currently (version 8.1) it only works on change.

Category: Vendor Experiences

R

This feature is must

Category: Vendor Experiences

R

Yes! This is needed.

Category: Vendor Experiences

R

Again, a much needed feature. As a manufacturer who maintains a Safe Quality Foods ethical sourcing certification, we have to qualify all vendors before agreeing to set them up.


We are currently using a complicated workflow in SharePoint but I believe the process could be much simpler.



  1. Purchasing manager wants to do business with a vendor. Requirement is to select the best vendor that meets the ethical sourcing validation.

  2. They select several vendors and submit for evaluation.

  3. Team contacts each of the vendors, sends a questionnaire packet to gauge their compliance.

  4. Packet is returned, reviewed, scored, and passed back to the purchasing manager. 

  5. Purchasing manager selects the vendor. 

  6. Accounting is notified that a new vendor needs to be setup.

  7. They contact the vendor to gather their new vendor packet with all relevant information (legal name, address, contact, billing contact, email, W9, etc).

  8. Vendor is setup in Dynamics and the purchasing manager is notified that the vendor is ready for purchasing.


Provisions in the workflow are made for "Emergency" vendors (sometimes just a lack of prior planning, but sometimes due to problems that stop manufacturing in some way). These vendors are reviewed for ethical sourcing after setup in Dynamics.


Compliance with food safety certification programs like the ethical sourcing would be a great addition to Dynamics! I would love to see a vendor portal that could manage all the back and forth files, questionnaires, information gathering, workflow, etc. that ultimately results in the creation of a new vendor.


https://www.sqfi.com/2014/08/01/the-safe-quality-food-institute-sqfi-ethical-sourcing-outcomes-document/

Category: Vendor Experiences

R

I agree. Similar feature will be very useful for customers too. For example new customer has to be checked/fulfill by finance department, to be set credit limit, payment terms and so on.

Category: Vendor Experiences

R

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.


 


Sincerely,


Mai Kirknel


PM, Microsoft 

Category: Vendor Experiences

R

Along with workflow approval of vendor bank information, this is a request that comes up with almost every enterprise client.


The solution should include both creation and modification of vendor record, and should allow to keep using the vendor to process transactions (using the old values) while the suggested new values are being approved

Category: Vendor Experiences

R

Need this feature .

Category: Vendor Experiences

R

This feature is very much required.

Category: Vendor Experiences