web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Questionnaire for Vendor Onboarding

(0) ShareShare
ReportReport
Posted on by 79

Hi,

I want to setup default questionnaire for all vendors that are created by using vendor onboarding functionality.

I found an option to specify questions for specific procurement categories but couldn't find the setup to assign default questionnaire for all vendors irrespective of the procurement category selection.

Can anyone please help me with this setup.

Thank you for your help.

I have the same question (0)
  • ankag Profile Picture
    79 on at

    This is what I found on the docs.microsoft.com

    "Questionnaires that appear in the wizard are configured either on the vendor request or procurement category."

    • I couldn't find how to configure it on the Vendor Request
  • Verified answer
    SouravDam Profile Picture
    11,730 on at

    Hello ankag,

    Can you check in Procurement and sourcing > Setup > Vendors > Vendor request configurations.

    Here you will find this option.

    04548.JPG

    Please check if this helps you.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • ankag Profile Picture
    79 on at

    Hi Sourav,

    Thank you for your quick response. It was very helpful.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 544 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans