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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Prospect vendor
Microsoft Dynamics AX (Archived)

Prospect vendor

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Posted on by lally 8

Hi All ,

One of my client business scenario is that every prospect supplier information will be maintained in the  system and that information will be reviewed by purchase manager will approve , then prospect vendor will be consider as vendor .

How to handle this scenario in Ax 2012 R3 ? Do we have any Prospect vendor form in standard and approval process to approve those prospect vendor and to transfer to vendor master ?

Thanks in advance.

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  • Suggested answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    A prospect means Possible Entity (Entity refers to anything like Customer, Vendor).

    In both versions of AX (2012R2 and 2012R3), you can control this by parameters of Sales and marketing i.e. whenever a Prospect is created it should be created with what type (Customer or Vendor or any other type of entity)

    Based on your setup it is either converted to Customer or Vendor.

     

    Now that is what standard AX supports. Now about your next question, which is about approval before conversion, there is no workflow for sales and Marketing or in other words there is no workflow in AX to handle this transition (Prospect to Vendor). If you want workflow, you have to customize it.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,025 Super User 2025 Season 2 on at

    Hi Lally,

    In AX 2012 there is a feature called 'Vendor requests'. The initial entry should be done using the enterprise portal. Workflow is available for this feature (required setup). If you need to have the initial entry in AX, you should add a form with workflow control as a customization.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,025 Super User 2025 Season 2 on at

    Additional information: technet.microsoft.com/.../hh271549.aspx

  • Community Member Profile Picture
    Community Member on at

    Hi André,

    Does entering a supplier/vendor through the AX Prospects page tantamount to using the Vendor Requests with the only difference being the workflow (approval) process?

    Kind Regards,

    VM

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