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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Vendor Collaboration P...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Vendor Collaboration Portal, Terms and Conditions

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Posted on by WL-26091029-0 14
Hi.

I am trying to configure the Vendor collaboration portal, I have tested and everything is working, however the Terms and Conditions step in the Registration wizard is skipped over. I assume it is because no terms and conditions are defined, but for the life of me, I cannot find anywere where these terms and conditions can be defined in the system. I have tried finding additional info online, but the Microsoft documents only explain the configuration steps in a very high level and don't give enough detail where to find all the configurations that might be necessary.

I might not have looked deep enough (2 days of trying to find the info). Navigating the maze is quite hard.

Anyone able to possibly point me to the right direction?
I have the same question (0)
  • Suggested answer
    Fasih Profile Picture
    Fasih 416 on at
    To include the "Terms and Conditions" step in the Vendor Collaboration portal registration wizard, you need to configure it in the system. Navigate to Procurement and sourcing > Setup > Vendors > Vendor request configurations, where you can either edit an existing configuration or create a new one. On the Content tab, define the terms and conditions text and enable the acknowledgment requirement so users must accept them during registration. If applicable, assign the configuration to specific regions via the Countries/regions tab. Save your changes, and test the registration process to confirm that the terms and conditions step appears. Make sure the configuration is active and properly linked to the vendor request wizard. This setup ensures a seamless registration process while aligning with system expectations for vendor onboarding.
  • CU11040313-0 Profile Picture
    CU11040313-0 4 on at
    The Terms and Conditions step is skipped because there are no terms configured to be displayed during the registration process.
    To fix this, follow the steps below:
    Navigate to: Procurement and sourcing => Setup => Vendor collaboration => Terms of use => Tunnel Rush.
    Create a new record: Click New => Enter a name, description => Select the status as Active => include text content or link to a PDF/Word document from SharePoint or internal URL if needed.

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