Workflow to approve the creation of vendor

This feature is very much required.

Need this feature .

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

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

 

Sincerely,

Mai Kirknel

PM, Microsoft 

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.

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/

Yes! This is needed.

This feature is must

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.

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