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Exclusion of Vendor Groups

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Posted on by Dynamics-Consultant

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The "Exclude from search results" checkbox against a vendor group, when checked I was expecting the Vendors with said Vendor Group not to appear in the Vendor account drop down when created a Purchase Requisition, what is the checkbox for and is there anyway to exclude certain vendor groups for vendor account drop down on Purchase Requisitions.

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Sergei Minozhenko 23,093 on at

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Hi,

Looks like it's related to vendor portal as field name is "ExcludeFromSignup_PSN"

Check also this thread community.dynamics.com/.../exclude-from-search-results-on-vendor-groups

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qianwang 7,168 on at

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Hi Dynamics-Consultant,

For the second question, if you specify item number in the PR line, the default vendor account comes from the product master. If you select the procurement category, the vendor account you can select in the drop-down list depends on the purchasing policies.

docs.microsoft.com/.../purchase-policies

regards,

QianQW

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André Arnaud de Cal... 301,079 Super User 2025 Season 2 on at

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Hi Dynamics-Consultant,

The feature does not have any meaning currently in Dynamics 365. There is no logic implemented. It is related to Public Sector features and probably has a relation with the vendor portal in AX2012 as mentioned by Sergei.

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72camaross 320 on at

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Has anyone found a way to achieve what you are talking about?

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Martin Dráb 237,965 Most Valuable Professional on at

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To exclude certain vendor groups from a certain lookup (or lookups), you'd need a customization similar to what Dynamics-Consultant expected from Exclude from search results. You need a way to determine the vendor groups (a field on vendor groups, a separate table or so) and then modify the query used by the lookup.

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