Vendor Collaboration portal for purchase invoice processing in Microsoft Dynamics 365 Finance and Operations apps

Vendor Collaboration portal for purchase invoice processing in Microsoft Dynamics 365 Finance and Operations apps

Sharing in Simple steps to configure vendor collaboration portal to enable vendor to self service provide invoice which becomes savings in effort from Accounts Payable team to get in D365FO

Prerequisite - ensure external roles and a user request workflow (platform) are already defined

Refer these blog for more details

Let us provision a new vendor user/contact and submit to workflow for portal access

Once workflow completes, 

New user account with desired roles would be created

Log in to D365FO using vendor user account and notice the vendor portal workspaces and especially invoicing

Open invoicing workflow and create invoice

Select PO and give starting details

Provide more details about invoice

User can also add attachments

once saved, the same would be available as pending vendor invoice for AP team to review

Reference https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-portal-invoicing-workspace