Vendor collaboration in Microsoft Dynamics 365 Supply Chain

Vendor collaboration in Microsoft Dynamics 365 Supply Chain

Taking your distribution network to new level with vendor collaboration in Microsoft Dynamics 365 Finance and Operations One version (D365FO)

Inviting vendors to collaborate directly in D365FO improves the vendor’s visibility of purchase orders and ensures a shared view on responses to purchase orders thereby greatly improving the communication between the organization and vendor.

Sharing in brief with visual what does it take to enable and leverage this feature.

Below is what the Vendor collaboration module features looks like

Before you create a user account for someone who will use vendor collaboration, you must set up the vendor so that it can use vendor collaboration. On the Vendors page, on the General tab, set the Collaboration activation field.

options are 

• Active (PO is auto-confirmed) – Purchase orders are automatically confirmed if the vendor accepts them without requesting changes.
• Active (PO is not auto-confirmed) – Your organization must manually confirm purchase orders after the vendor has accepted them.

One of the way is to directly create a vendor collaboration user or just create a user and assign vendor roles, then create vendor contact and allow for collaboration portal on vendor and then link the person in the vendor user.

You may need to go through your workflow for approval before the access gets enabled.

Summarizing in 3 steps:

• Create vendor contact and allow access to vendor portal
• User setup and link with the vendor contact using the person link
• Use same D365 URL for vendor portal