Vendor request (vendor collaboration) approval workflow

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Posted on by PT-01100339-0

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I'm working on Vendor onboarding and Vendor collaboration.

When the option "Auto submit prospective vendor registration to workflow" is No, when I complete the registration wizard of prospective vendor, new vendor request is shown up. However, there is no way to approve the request due to no workflow available.

When the option "Auto submit prospective vendor registration to workflow" is Yes, when I complete the registration wizard of prospective vendor, it raise the error "Workflow configuration with type name VendRequestNVATemplate was not found." I've checked on my 2 different environment, but there is no workflow VendRequestNVATemplate.

Are there any solutions to this problem before? Thank you so much!!!

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Dynamics 365 Supply Chain Management

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Fasih 416 on at

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To resolve this issues, you must start by setting up a workflow to manage the approval process for converting prospective vendors into approved vendors. Navigate to System Administration > Workflow > User Workflows to create a new workflow for the prospective vendors. Once the vendor registration wizard is completed, the user can review the request under Procurement and Sourcing > Vendor Collaboration > Vendor Requests. The user initiates the next step by clicking Invite User, which sends an email invitation to the vendor contact. The vendor contact then uses the email invitation to sign up and provide the required details, such as name and address. After the workflow is approved, the user can finalizes the review and confirms the vendor's creation. To ensure proper access management, assign relevant security roles, such as Vendor Admin or Vendor, by navigating to System Administration > Security > External Roles. Finally, verify that workflows are correctly configured by checking Procurement and Sourcing > Setup > Procurement and Sourcing Workflows.

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