Hi All,
I know we have item/Vendor statistics report, which displays which item is distributed by which vendor.
Example :Item A is distributed by Vendor V0001,V0002,V0003.
In ax do we have a reports which lists which procurement categories is distributed by which vendor.
Example : Procurement Category - "Conveyor", is distributed by vendor V0001,V0002,V0005,etc.
My purchase team want to inquire the performance of the supplier. My client will not store items, they will use procurement category which is linked to project category. Create PO from project and enter the procurement category and deliver to customers directly.
Now they need a report , procurement category - conveyor is displayed by what are the vendors?
Is there a way we can link vendors to the multiple procurement category?
They need these details as a report. To inquire and report the performance of the supplier
- Vendor Name (AX integration)
- Vendor Account # (AX integration)
- Vendor Country/Region (AX integration)
- Vendor Address (AX integration)
- Vendor Website Address
- Vendor Terms of Payment (AX integration)
- Vendor Cash Discount (AX Integration)
- Vendor Currency ((AX integration)
- Vendor Selection Priority
- Primary
- Secondary
- Opportunistic
- Contact Name(s) (populated separately)
- Title
- Role (to be defined)
- Cell Number
- Office Number
- Email Address
- Location Address
- Primary Fortna Contact Name
- Product and Service Categories or Segments (examples categories below)
- Conveyor/Carton Sortation
- Tilt Tray Sortation
- Cross Belt Sortation
- Bombay Sortation
- AS/RS
- A-Frame
- AGV
- Tire Handling
- Fixed Scanners
- Spirals
- Packaging
- Mechanical Installation
- Electrical Installation
- Storage and Structures Installation
- Supplier Qualification
- Company Financials
- Fiscal Year End
- Company Type
-
- Financial Qualification Date
- Financial Qualification Limit Value
- Financial Qualification Limit Currency
- Certification
- Certification Type
- Certification #
- Effective Date
- Expiration Date
- Year of of W-9 or Equivalent
- Insurance Certificate
- Comments
- MDNA
- Effective Date
- Expiration Date
- Technical Qualification
- Date of Qualification
- Qualified By (Fortna Name)
- Project History (AX integration)
- Project ID#’s (AS integration)
- Project Name
- Customer Name
- Customer Account #
- Project Location
- Project Spend Value
- Sum Purchase Value by Project
- PO #’s
- PO Date
- PO Value
- PO Value Currency
- PO Status
- Sum Invoice Values by Project
- Invoice #’s
- Invoice Date
- Invoice Value
- Invoice Value Currency
- Invoice Status
Please share your suggestions, how to achieve this without doing any customization because we do have plan to move to D365 next from MSD 2012 R2. if it is customization it will be very difficult for us in D365.
Thanks in advance.
Thanks,
Banu.
