Dynamics Community Forum Thread Details

Queries on vendor collaboration portal

We are trying to implement vendor collaboration portal. I have a few queries as below:
-Can a vendor send attachments after accepting the Purchase order? We need a document from vendor separately before receiving the goods and this can happen after 1-2 months of accepting the order. Can the user attach any document that we can see?

-Can I add/provision same contact for multiple vendors? Or, can one person (external) see multiple vendors in his vendor collaboration workspace?
-Can we have a single person access vendors in multiple legal entities?
-If we pay the invoice to the vendor and then post a credit note (partial or full payment reversal against it), what status does it show under the invoices dashboard?

Would be great if someone helps me on these queries.

Categories:

Dynamics 365 Supply Chain Management

Hi SJ-16091251-0,

I will try to answer some of your questions. I don't have access to the current features of the collaboration portal to verify all.

Can a vendor send attachments after accepting the Purchase order?
Not exactly sure, but you can try to go to Organization Administration > Document management > Active document tables. Find or add the reference for the purchase order header table and enable the field Always enabled.
Can I add/provision the same contact for multiple vendors?
I have not considered this before. In case you create a new contact for a vendor, while providing the name of the person, there is a duplicate check, and you can choose to reuse the same party ID for the contact person. In that case, there is a single contact that will be linked to a vendor collaboration user. You can test if this will work or not.
A security policy will only show the vendor (maybe vendors) linked via the user > person > contact person(s) > vendor(s). Maybe this can work.
Can we have a single person access vendors in multiple legal entities?
This is similar to the reply to the previous question
If we pay the invoice to the vendor and then post a credit note (partial or full payment reversal against it), what status does it show under the invoices dashboard?
Unfortunately, I can't check this. If you have the vendor collaborate portal installed, you can verify it yourself as well in a sandbox.

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