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Vendor Creation Approval (create an approve request while creating a new Vendor)

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Posted on by Community member 2
Hi everyone,
 
I would like to get to know if it's possible to be able to approve vendor creation? I have checked that it's possible to ask for approval for introducing some changes to the already exisiting vendor account but for creation itself i couldn't find the way. It seems like everyone can create vendor without any approval needed from another person, while for my case it's necessary.
 
For example: Anna creates a new vendor then it needs to be approved by a senior colleague Natalie before it can be used, so we make sure that the information is correct.
 
Thank you for response in advance!
Categories:
Development / Customization / SDK
Financial Management
Administration and Setup
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 14,932 Super User on at
    Vendor Creation Approval (create an approve request while creating a new Vendor)
    Hi ,
     
    This is not available out of the box. If you need either customize or follow the offline approval process using data template and after approval upload in D365
  • Community member Profile Picture
    Community member 2 on at
    Vendor Creation Approval (create an approve request while creating a new Vendor)
    Hi Ramit Paul, thank you very much for your response!
     
    I was thinking about this solution as well but I was wondering:
     
    1. If it possible to set up somewhere that the account is defaulted created "On hold"? 
    2. And then if it's possible to somehow trigger the approval workflow by setting the vendor as "on hold"? I have checked that in accounts payable parameters there is no such an option in vendor approvals.
     
    Thank you for your help!
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Vendor Creation Approval (create an approve request while creating a new Vendor)
    Hi,
    You can customize the workflow, with Anna initiating a workflow approval and Natalie reviewing it. Or you can customize the security role and assign the user Natalie to the role, and he can create the vendor.
    Best regards,
    Kevin
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,485 Super User on at
    Vendor Creation Approval (create an approve request while creating a new Vendor)
    We have customized this in many projects, however the common issue we faced is performance issue.
     
    My personal suggestion is- do a small customization, whenever any new vendor is created, make that is "On Hold", then you have the standard vendor changes workflow, its is easy after that.
     
     

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