web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / One-Time Vendors Keep ...
Finance | Project Operations, Human Resources, ...
Answered

One-Time Vendors Keep Off of All Vendors List

(0) ShareShare
ReportReport
Posted on by EugeneJohnCRR 37

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

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,243 Super User 2025 Season 2 on at
    RE: One-Time Vendors Keep Off of All Vendors List

    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

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: One-Time Vendors Keep Off of All Vendors List

    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

  • Suggested answer
    Sheela Ningappa Profile Picture
    Sheela Ningappa on at
    RE: One-Time Vendors Keep Off of All Vendors List

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,157

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 883 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 674 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans