Vendor collaboration/Supplier portal

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Hi All,

I'm looking for people's personal opinions on the vendor collaboration features for Dynamcs 365 F&O.

My company previously looked at the using vendor collaboration where vendors would review and approve purchase orders and then upload and submit their invoices. We invested a lot of time and money into it but it just never seemed to work particularly well.

Just wondering what experiences other people have had of using it.

Cheers,

Sam

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Syed Zeeshan Haider... 725 on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hi,

We have been successfully using vendor collaboration feature for past 1 year.

External users (assigned external roles only) will not be considered to be licensed.

Regards,

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Matthias B. on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hello,

can you happen to tell me how the Vendor Collaboration is currently licensed? Is it still free to use in the standard? I can't find anything about this in the Licencing Guide.

Thanks and best regards

Matthias

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SouravDam 11,728 on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hello Sam Turnock,

Kindly update if you need any further assistance on this or have any concern.

Best regards,
Sourav Dam

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Rahul Mohta 21,028 on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

could also check my blog and suggest

community.dynamics.com/.../details-of-using-and-setting-up-vendor-collaboration-portal-in-microsoft-dynamics-365-finance-and-operations-apps

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Sukrut Parab 71,699 Moderator on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hi Sam ,

All of the above mentioned points should be possible with vendor collaboration portal. Are you facing any issues with it ? For vendor collaboration out of the box security roles are also present and vendors are created as B2b users in AD.

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SouravDam 11,728 on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hello Sam Turnock,

Kindly review the suggestions as discussed in this thread and let us know for any further query or concern.

Best regards,
Sourav Dam

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SouravDam 11,728 on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hello Sam Turnock,

As per my understanding; you can also provide access to the vendor for vendor collaboration in D365 by creating a security role or privilege. However; it will be a question of system integrity and security.

Another way to move ahead is to integrate the vendor portal with D365 where same performance will be executed as you mentioned.

The details updated by vendor in the vendor portal, will flow in D365 through a batch job process. Batch job could be set on real time basis depending on the requirement. Else, 1 time in a day.

Best regards,
Sourav Dam

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Community Member on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hi Sourav,

Thank you for your response.

The way we would use the portal would be as follows...

1. Supplier is identified outside of Dynamics

2. Supplier is set up via the vendor portal (if they are a new supplier)

3. PO is raised

4. Supplier confirms the PO

5. Supplier submits their invoice

6. Finance post the invoice

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SouravDam 11,728 on at

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RE: Dynamics 365 F&O - Vendor collaboration/Supplier portal

Hello Sam Turnock,

Vendor collaboration module is used to serve the same purpose what vendor used to perform in the vendor portal. But in D365; it is the users who will be maintaining the details as per the following;

--- To evaluate the quotation submitted by the vendor.

--- To set questionnaire if any for vendor performance and background checking.

--- Vendor scoring if any based on the performance.

--- Start bidding process by updating the unit price as submitted by the vendor.

--- Any amendment in the bid process as and when required.

Once the bid process is completed; then you can refer to the RFQ from where the vendor collaboration initiated and to manage and compare the replies from the vendor collaboration to determine the suitable vendor to go with and release a PO.

Best regards,
Sourav Dam

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