A Few Simple Steps to Activate the Vendor Portal in New Dynamics AX

• To activate and use the Vendor Portal in the New Dynamics AX (formerly known as AX7) you just have to apply a few quick steps and you are off engaging with your suppliers and solving potential purchasing issues on the front end rather than on the back end.
• Solving supply chain issues proactively on the front end rather than on the back end, are typically less time consuming, less costly, and you could avoid potential supply fluctuations or disruptions.

1. To activate the Vendor Portal, you would first need to create a user account for the Vendor Portal reviewer in the Azure Active Directory (AAD) in the System Administration module. Then, assign the reviewer the security role of Vendor [External], not the default System User. Note: you don’t need to purchase AX license for that role.
2. Second, create the same reviewer as a worker in the Human Resource module
3. Third, associate the user in the System Administration module with the worker from the Human Resource module in the Name
4. Fourth, the same vendor portal reviewer should then be associated with the vendor(s)/supplier(s) he or she is/are going to review in the vendor master record.
5. Press Add Contacts in the Vendor master record page and conduct your association. 
6. Start enjoying the benefits of the Vendor Portal.

• For more information about purchasing Workspaces and Vendor Portal in New Dynamics AX, please contact us at info@arbelatech.com.

By Anders Johansson, CPA & Financial Consultant for Arbela Technologies

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