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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Vendor Compliance Rela...
Finance | Project Operations, Human Resources, ...
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Vendor Compliance Related Information

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Posted on by NickyJ 15

Hello everyone,

The newbie's back. I would really appreciate some assistance on this user story:

When a new vendor record is being created, or when an existing vendor record is being updated, Purchasing will be able to capture compliance related information in the vendor record that can be queried and reported.  This information can include: RoHS compliance, conflict material information, MSDS Sheets, Warranty, UL/Regulatory Approvals, Storage Requirements, Vendor Name Changes, Expiration Dates (received products-components, packaging, finished goods) etc.  The compliance information can also be tied to a vendor/item master combination.

What I am finding is a combination of security roles, workflows, product details and item groups/catalogues. Any help will be greatly appreciated.

TIA

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi NickyJ,

    Can you elaborate on this user story? Who is doing what? What is the exact process? Are there multiple persons involved? E.g. one person creates a vendor, then an alert should be sent to the purchasers who will then complete other data? What exactly do you have in mind for security roles, workflows, etc?

  • NickyJ Profile Picture
    NickyJ 15 on at

    Hello Andre,

    Thank you for replying.

    That's kind of the problem with this one - because it's a training exercise no additional information is given. So I am thinking this might be a test to see how this specific case would be handled with a client. Also, I'm not sure if maybe I'm just overcomplicating it? But it can't just be attaching the relevant documentation as that cannot be reported on, and that is a specific requirement.

    Proposed solution: First show the obvious that can be done without any additional info (attaching docs, updating tax details, linking MSDS sheets to products etc) and then request clarification from "the client" on what they would need regarding workflows and security roles (the questions you asked above).

    Would you agree?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi NickyJ,

    This is spot on. We both don't understand the exact story behind the text mentioned above. So, indeed look at things that are easy for you where you might have experience. Then ask for clarification on details as we both did already above.

  • NickyJ Profile Picture
    NickyJ 15 on at

    Thank you!

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