One-Time Vendors Keep Off of All Vendors List

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Posted on by EugeneJohnCRR

Hi D365 FO Experts,

It is common to most businesses dealing with a supplier whom they will only transact for one-time or twice at max. These vendors, being temporary in nature, will not be added to the list of approved vendors.

D365 FO has this One-Time vendor functionality in the Purchase Order (I believe is also available in Sales Orders- one time customer). We tried using it but a vendor ID was created for the said one-time vendor. As mentioned before, we don't want this vendor to be added in our main "ALL VENDORS" list since this vendor is one-time only.

Is it possible to keep-off (not to create a vendor ID) these one-time vendors from the "All Vendors" list? Many Thanks!

EugeneJohn

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André Arnaud de Cal... 304,126 Super User 2026 Season 1 on at

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Hi EugeneJohn,

A vendor record will be created anyway as you need to keep track on the payments for these vendors. So, also transactions for these vendors will be created.

You can consider implementing address book security or another security policy using eXtensible Data Security (XDS) or you can set a filter on the form to hide one-time vendors and keep it as saved view. The saved views are personalizations which can be shared with other users. It is possible to remove the filter when it is done as personalization. XDS will enforce security and can't be overruled by other users.

Information about Address book security for Dynamics 365 and XDS can be found on my blog: dynamicspedia.com/.../

More information about saved views can be found here: docs.microsoft.com/.../saved-views

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Ludwig Reinhard Microsoft Employee on at

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Hi EugeneJohnCRR,

If you want to record and pay invoices, you need a vendor account.

In case you don't like the one-time vendor functionality you may setup a single 'dummy' vendor account that you use for all of the 'one-time' invoices that you get from the various vendors.

Doing that comes, however, at a cost.

The cost is that you will have to double check things such as payment terms, method of payment, vendor bank details, etc. when you record invoices to ensure that you can make the subsequent payment correct.

Also, you will lose insights into the vendors you purchased stuff from.

Yet, it is something that I have seen a couple of times.

Best regards,

Ludwig

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Sheela Ningappa Microsoft Employee on at

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Hi,

One time vendor concept is used to handle the suppliers with whom we transact once. A Separate sequence is maintained in Ax in order to not mixing them with regular vendors. But anyways it will be stored on the All Vendors list page as you need to pay those vendors.

Thanks,

Sheela

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