Remove Vendor Request.

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Posted on by WL-26091029-0

Hi all.

Appreciate any help in advance.

I have a Vendor request that is stuck on status @SCM:VendorRequestReview. I tested the Vendor Collaboration onboarding process by onboarding a test user, completing the 'invite user' steps. I also completed the Registration Wizard and submitted the Vendor request.

Upon review of the Vendor request, I forgot to select the applicable Vendor group before approving the request, the result is that the request is now stuck on @SCM:VendorRequestReview:

I want to rerun the test, so I need to remove these records from the system so that I can remove the Prospective Vendor Registration Request records for these users (I managed to do a inactivate user request for one of them).

So that I can use the same email address again for testing the Wizard.

When I try and delete these Vendor Requests, I get the following error:

The workflow status for these requests shows completed.

Any advice on how to remove these record so that I can re-use the email addresses on the Prospective Vendor Registration Request page?

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Jonas "Jones" Melgaard 4,798 Super User 2025 Season 2 on at

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Remove Vendor Request.

Hi Again,

I managed to reproduce the error: You are most likely missing the approval step in your vendor request workflow.

This is my workflow I tested with, it only contains a review task:

This results in a vendor request that looks like this:

If I on the other hand add the approval step, with an automatic action to follow your repo steps, it now completes the request as expected.

Can you check if you are missing the approval step?

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CU20011045-0 4 on at

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Remove Vendor Request.

Hi @@Jonas "Jones" Melgaard.

Thanks again for your reply.

It is not the Prospective vendor user request workflow that is the issue, it is the Vendor request workflow.

Repro steps:

1. prospective vendor registration request > Input vendor information and email address.

2. Invite user

3. Approve Prospective vendor User request > Collaboration user gains access and Vendor prospect (External) security role is assigned.

4. Sign in to Dynamics with the Collaboration user account.

5. Complete Registration wizard and submit.

6. Review the Vendor request and select the Vendor group.

7. Complete Vendor request workflow (currently configured to auto approve for testing purposes).

Expected result: Vendor request is completed and a Vendor record is created. Vendor user should be assigned the Vendor admin (external) security role.

Actual result: Vendor request workflow completes and is in a completed state. The Vendor request record status is @SCM:VendorRequestReview. Vendor user does not receive the Vendor admin (external) security role.

The Vendor request workflow has now modules for automated processes such as with the User request workflow.

I do not know if this is a bug, as I have tested in multiple environments. From what I have read on the Microsoft documentation, after reviewing and approving the Vendor request, a Vendor record in the VendTable should be created with the data as entered by the collaboration user in the registration wizard.

(https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/vendor-onboarding).

So if you might know why the Vendor request, after workflow approval gets stuck at @SCM:VendorRequestReview, it would help a lot.

I really appreciate the amount of effort you are putting in to assist me, as my back is against the wall on this one.

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Jonas "Jones" Melgaard 4,798 Super User 2025 Season 2 on at

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Remove Vendor Request.

My best guess is that you are missing the "Provision user" automated task in the workflow: https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/set-up-maintain-vendor-collaboration#branch-to-provision-new-users
This is what my workflow looks like (I'm setting it up again)

If not, can you share a screenshot of your workflow?

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CU20011045-0 4 on at

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Hi @@Jonas "Jones" Melgaard.

Thanks for the reply. Unfortunately no, the workflow reflects a 'completed' state.

What we ended up doing though, is we created new testing accounts, so I was able to continue testing. After digging around a lot more, I found there is no real "clean" method of testing with one account repeatedly.

Nonetheless, the only unresolved issue is that when I am testing onboarding the Vendor, the Vendor request workflow completes, but the status of the Vendor request remains @SCM:VendorRequestReview. Even if I populate the Vendor group.

The resultant Vendor record is never created. Do you maybe know where this status can result from or what the cause is?

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Jonas "Jones" Melgaard 4,798 Super User 2025 Season 2 on at

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Remove Vendor Request.

The easy option is to ask a developer / your vendor to just delete the record for you. As long as you are not in a production environment.

I don't recall there being any way from the user interface, if it's stuck in this state where you can't cancel or complete the workflow. I haven't configured my sandbox environment for vendor collaboration so I'm unable to test.

There is no option to cancel the workflow if you go to the workflow history under Common -> Inquiries -> Workflow ->Workflow history?

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