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D365 Updates

Vendor Self-Service Portal / Vendor Collaboration In D365

Having a fully functional vendor self-service portal in an enterprise-class cloud ERP solution is a huge advantage and allows your organization to streamline the collaboration with vendors, thereby helping you reduce back-office efforts and improves the accuracy of business transactions with vendors and procurement. Dynamics 365 For Operations provides this right out of the box. In today’s quick post, we will take a look at some of the key capabilities of the Vendor Self-service portal / Collaboration in Microsoft Dynamics 365 For Operations. Let us first look at some of the key setups involved.

Activate A Vendor Self-Service Portal / Collaboration

On the vendor self-service portal master record > General Fast Tab, select Active (PO is auto-confirmed) or Active (PO is not auto-confirmed).

Vendor Self-Service portal

Activation Vendor For Self -Service/Collaboration

 

 

 

 

 

Setup the Primary contact for the vendor. I have set up Erin in this demonstration.

 Primary contact for the vendor

Primary Contact For The Vendor

 

 

 

 

 

Setup the user account for the vendor contact/vendor user. You will need to set up an Azure AD account for this for the vendor user and assign the Vendor(external) or Vendor admin(external) or both of these roles to this user. Then link the vendor primary contact to this user. Important Note: Note that you would not want to give the System user default role to this user, as this is purely an external user.

 user account for the vendor contact/vendor

User Account For The Vendor Contact/vendor

 

 

 

 

 

 

Additional Note: Since the vendor is an external user, you would definitely want them to personalize Dynamics 365 screens to add new data fields on their views. To block this, you can Block personalization for the vendor user in Dynamics 365 for Operations. With the understanding of some of these basic setups, let us now see, what are some of the key features of the self-service portal.

Shared View Of Purchase Order Communications And Responses With Vendor

Let us say Contoso Entertainment Systems USA wants to order some Wiring Harness and Speaker Units from their vendor Fabrikam Suppliers. The purchasing clerk at Contoso USA creates the PO. The purchase order is shown below.

Shared View Of Purchase Order Communications And Responses With Vendor

Shared View Of Purchase Order Communications And Responses

 

 

 

 

 

He then sends the PO to the vendor portal for obtaining a confirmation response from the vendor.

sends the PO to the vendor portal

Sends The PO To The Vendor Portal

 

 

 

 

 

Notice at this stage, the PO status is “In External Review”.

PO status is “In External Review

PO Status Is “In External Review”

 

 

 

 

Now, Erin, the contact Fabrikam Suppliers logs in to Vendor portal and can see that the PO that Contoso just sent is right there on the portal. He logs in and navigates to Purchase Order confirmation workspace.

Suppliers logs in to Vendor portal

Suppliers Logs In To Vendor Portal

 

 

 

 

 

 

 

 

navigates to Purchase Order confirmation workspace

Navigates To Purchase Order Confirmation Workspace

 

 

 

 

 

 

He sees that the PO sent by Contoso appears there and then he goes into the PO details. At this point, as a vendor Erin from Fabrikam can review the PO header and line details and do the following. Print a copy or original PO if he needs to send it to anyone else.

 PO header and line details

PO Header And Line Details

 

 

 

 

 

 

Review the PO Header and Line information and Accept or Reject the PO Confirmation request. If he accepts the PO confirmation request, then the PO will be automatically confirmed.

Accept or Reject the PO Confirmation request

Accept Or Reject The PO Confirmation Request

 

 

 

 

 

 

Additionally, Erin can suggest changes on the PO, such as Mode of delivery, Delivery date, and Quantity. Erin can also view or attach Notes and documents both at the PO header and line levels at this stage. Let us say he changes the Quantity of the Wiring Harness to 170, as Fabrikam does not see to have enough stock at the moment to fulfill the order.

changes on the PO

Changes On The PO

 

 

 

 

 

 

 view or attach Notes and documents

View Or Attach Notes And Documents

 

 

 

 

 

Eric can substitute a specific PO line if needed. He can also split the delivery of the PO into multiple deliveries for each PO line. Let us say, he splits the delivery of Wiring harness into 2 deliveries as shown below. He also adds an appropriate note saying that they can deliver only 170 Qty. of the Harness ordered and they will need to deliver them in 2 schedules.

substitute a specific PO line

Substitute A Specific PO Line

 

 

 

 

 

 

split the delivery of the PO into multiple deliveries

Split The Delivery Of The PO Into Multiple Deliveries

 

 

 

 

 

 

delivery of Wiring harness

Delivery Of Wiring Harness

 

 

 

 

 

 

 

Erin can now go ahead and Accept all the changes he suggested and proceed further Accepting the PO with changes. He clicks on Accept with changes on the PO. At this point, Contoso will review the suggested changes on the PO on their side and confirm the changes, after which Eric has to do the final acceptance without making any further changes.

Accepting the PO

Accepting The PO With Changes

 

 

 

 

 

 

The purchasing clerk at Contoso can now view the suggested changed and accept the changes followed by final acceptance from the vendor.

final acceptance from the vendor

Final Acceptance From The Vendor

 

 

 

 

 

Vendors Can Manage Their Contacts And New Collaboration Users Easily

The primary contact/user at the vendor can view and manage the contacts and users for the vendor portal. They can create new contacts and request to provision new vendor users for collaboration portal. Can update contact information of the vendor users any time, anywhere.

Vendors Can Manage Their Contacts And New Collaboration Users Easily

Vendors Can Manage Their Contacts And New Collaboration Users Easily

 

 

 

 

 

 

 

 create new contacts and request to provision new vendor

Creation Of New Contacts And Request To Provision New Vendor

 

 

 

 

 

 

update contact information of the vendor

Update Contact Information Of The Vendor

 

 

 

 

 

 

Vendors Can View And Inquire On Invoices And Payments Using The Portal Workspace

The vendor can review the status of their invoices and payments online. Create purchase order invoices and upload invoice documents on the portal. Inquire status of payment for the invoices.

Vendors Can View And Inquire On Invoices

Vendors Can View And Inquire On Invoices

 

 

 

 

 

 

Create purchase order invoices and upload invoice documents

Creation Of Purchase Order Invoices And Upload Invoice Documents

 

 

 

 

 

 

Inquire status of payment for the invoices.

Inquire Status Of Payment For The Invoices

 

 

 

 

 

 

Vendor Can View And Inquire Information About Consignment Inventory

Vendor Can View And Inquire Information About Consignment Inventory

Vendor Can View And Inquire About Consignment Inventory

 

 

 

 

 

 

 

 

Vendor self-service portal and Vendor collaboration feature continue to be one of the major investment areas for Microsoft in Dynamics 365 For Operations, which means we will only continue to see more and more new features in the upcoming platform updates.

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