New Dynamics AX Exciting Purchasing Workspaces and Vendor Portal

• The New Microsoft Dynamics AX (formerly known as AX7) has a number of workspaces out-of-the box. There are three new very exciting and useful purchasing workspaces and a separate Vendor Portal module in Microsoft Dynamics AX.

1. Purchase order preparation workspace:

In the Purchase Order Preparation Workspace, you can create new purchase orders, view purchase orders without confirmed delivery date and view purchase orders that have been confirmed by pressing tiles in the workspace. You can also view purchase orders by workflow status in a grid that is located in the middle of the workspace and you can easily search purchase orders and vendors in the grid too. On the right side in the workspace there are links to pages such as request for quotation replies, release approved purchase requisitions and planned purchase orders. 

2. Purchase order receipt and follow up workspace:

In the Purchase Order Receipt and Follow-Up Workspace you can view purchase orders on backorder, view purchase orders that have been received on but not invoiced and vendor return orders by pressing tiles in the workspace. In a grid that is located in the middle of the workspace you can view for example, purchase orders that are pending receipts, registered but not received purchase orders and you can easily search purchase orders and vendors in the grid too. On the right side in the workspace there are links to pages such as purchase orders with posted product receipt and purchase order lines that have not been received into inventory. 

3. Purchase order confirmation workspace:

In the Purchase Order Confirmation Workspace, you can view purchase orders that are to be reviewed and confirmed purchase orders by pressing tiles in the workspace. You can also view the purchase order for review and open confirmed purchase orders directly in a grid that is located in the middle of the workspace. There are also links to pages on the right side in the workspace to such as purchase order vendor confirmation history. 

4. Vendor Portal:

You can use the Vendor Portal in Microsoft Dynamics AX to gain supplier transparency and efficiencies. The reviewer can check for many variables that can cause supply chain problems. The reviewer can for example, check if you are ordering supplies that are currently out of stock, if you are ordering recently discontinued items, if you are applying the incorrect item prices, if you are applying incorrect charges or if you are applying delivery date or quantities that cannot be delivered on in time.

The vendor portal is easy to activate and use. In the Vendor Portal vendors/suppliers, after reviewing the purchase order, they can confirm or reject the purchase orders and add in comments with confirmations and rejections. In the Vendor Portal the reviewer can easily view any charges, preview/print purchase orders. After previewing/printing, the purchase order, it can be exported and saved in several different formats such as PDF, Microsoft Word or Excel. 

By Anders Johansson, CPA & Financial Consultant for Arbela Technologies

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