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.
Comments
We had to develop this workflow for new vendor creation for one of our customer.
Now that we start a new project, this feature is requested again.
The onboarding workflow is not sufficient, only few vendors use the portal.
When could this be available?
Thanks
Category: Vendor Experiences
Any dates for availability of this feature?
Category: Vendor Experiences
Good, this is needed.
Category: Vendor Experiences
Same for customer creation
and Bank accounts creation on customers and suppliers.
Category: Vendor Experiences
Critical feature to include. We made customization on different projects.
- same for Customer creation (not only supplier).
- configure also workflow on all field modification.
Category: Vendor Experiences
Hi Mai,
An internal vendor creation workflow is important for more reasons than just reducing the number of vendors and increasing bargaining power. We have multiple customers that must demonstrate separation of duties in order to prevent fraud. Ideally, one person would create a vendor in an on hold state, and then one or more people would approve it before the vendor can be used. Let me know if you have any questions.
Best regards,
Jacob
Category: Vendor Experiences
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
This feature is must
Category: Vendor Experiences
Yes! This is needed.
Category: Vendor Experiences
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.
- Purchasing manager wants to do business with a vendor. Requirement is to select the best vendor that meets the ethical sourcing validation.
- They select several vendors and submit for evaluation.
- Team contacts each of the vendors, sends a questionnaire packet to gauge their compliance.
- Packet is returned, reviewed, scored, and passed back to the purchasing manager.
- Purchasing manager selects the vendor.
- Accounting is notified that a new vendor needs to be setup.
- They contact the vendor to gather their new vendor packet with all relevant information (legal name, address, contact, billing contact, email, W9, etc).
- 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
Mai Kirknel (administrator) on 5/6/2019 11:45:45 AM
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