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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Vendor is placed hold ...
Microsoft Dynamics AX (Archived)

Vendor is placed hold "ALL" but Purchase Agreement's are allowed to be entered

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Posted on by Brian Brown 365

When a vendor is marked with a hold status of "ALL" it doesn't allow you to enter any documents for that vendor except for Purchase Agreements. Is there a way to lock that down as well or what's the logic to why that is the only form that allows that.  Any feed back would be appreciated.

 

Thanks,

Brian

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  • Verified answer
    RamK Profile Picture
    RamK 2,580 on at

    Hi Brian, As per my understanding, Purchase agreements should be created for vendors who are on Hold too. Reason: Procurement department can negotiate new contract with them with future validity, hence system should allow the agreement creation.

  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    They only become "active" when you create a release order from them. If the vendor is on hold it does not let you create a release order from the agreement. So in other words you can have an agreement in place but you cannot action it because the vendor is on hold.

  • Verified answer
    Brian Brown Profile Picture
    Brian Brown 365 on at

    What if the client doesn't use the release option on the PA. They are thinking that since it says ALL for the Hold status then it shouldn't allow you to create one for that vendor.

  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    You are creating something that you can do nothing with - would they want you to stop updating the address? It is a hold from a transactional perspective - an agreement is non-transactional.

    I feel we can argue the justification behind it - entering future contracts whilst the hold is hopefully temporary, allowing the entry but blocking release or a PO. However if the customer does not like it and sees it as business critical to the process they could customize the system to do this. 

  • Verified answer
    Brian Brown Profile Picture
    Brian Brown 365 on at

    How would you make a vendor inactive.. that is no longer in business.

    Thanks

  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    You could put them on hold for all :-)

    You would need to look at where it is set, trade agreements, default vendors, open agreements, open creditor transactions and sort these out, but ultimately if they are no longer in business if you do the housework it is a matter of flagging them, it is not as though you can actually purchase anything from them!

  • Verified answer
    Brian Brown Profile Picture
    Brian Brown 365 on at

    The only thing is that the hold for all you don't receive the validation message right away for the PA's like you do on the other forms allowing them to enter in a document even though they don't use the release option and so the user wanted to know if there was another way to inactivate a vendor.

    Thanks,

  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    I am slightly confused, the vendor is no longer in business - so who is giving you the information like pricing, term of contract, monthly commitments, etc. to enter the purchase agreement? Standard purchasing protocols would mean you would never enter an agreement with a vendor no longer in business, irrelevant to the software being used :-)

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