Questionnaire for Vendor Onboarding

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Posted on by ankag

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.

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ankag 79 on at

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RE: Questionnaire for Vendor Onboarding

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

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SouravDam 11,730 on at

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RE: Questionnaire for Vendor Onboarding

Hello ankag,

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

Here you will find this option.

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.

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ankag 79 on at

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RE: Questionnaire for Vendor Onboarding

Hi Sourav,

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

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