Vendor set default for "Purchase order prices/amount" to yes

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Posted on by markmj

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Hi All

Is there a way to set the default to yes for all vendors in any configuration, or does it require a modification?

Thanks

Mark

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André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

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Hi Mark,

There is a setting on the Procurement and sourcing parameters. On the general tab, you can enable the field Purchase order prices/amount (field group Vendor).

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markmj 584 on at

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thanks Anrdre, that seems to be a site-specific setting and does not seem to override what's on the vendor setup. For example if the procurement setting is set to yes and vendor is set to no, the result is no.

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saurabh bharti 15,039 Moderator on at

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So if you want Yes for all vendors then why on vendor master you have set this as No? You can use data entity to update all vendors to yes and after that when you will create any new vendor that will be yes

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Muthusamy 4 on at

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Hi,

Set up Purchase order Prices/amount as Yes in Vendor Master. So, when you create new Purchase order it will be default to "Yes" automatically.

To update for all the Vendors as bulk process, use the entity Vendors V2.

Thanks,

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markmj 584 on at

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Thanks for reply. Where would I update the Vendor entity to make this the default?

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saurabh bharti 15,039 Moderator on at

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You Can go to All vendors > Click on Office button on top right corner > Open excel select Vendor data entity latest version > down excel . enable edit > it will connect with Dynamics and refresh completed vendor master

If you do not see required field on the open excel , click on Design on right bottom in Excel workbook > Edit table field > move require field from available list of fields to selected > Don > Yes > Refresh

Now you can update this field > Click Publish

Note: Assuming you are familiar with Excel Adin import export

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markmj 584 on at

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I know how to do that. My question was how do I make THE DEFAULT yes

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markmj 584 on at

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that's just updating existing vendors. I want the default to be Yes on any new vendor, because purchasing frequently forget this

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Muthusamy 4 on at

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Hi,

In the Procurement and sourcing parameter form, update the Purchase order prices/amount as "Yes".

When you create new Vendors, it will update automatically as "yes".

Thanks,

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markmj 584 on at

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Thanks. I was sure I tested that. Just re-tested and it worked

Best

Mark

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