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

Posted on by 580

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
  • Hetal Gore Profile Picture
    Hetal Gore 291 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

    Can someone tell me the field in the data entity. As i can't seem to find it. 

    The data entity is Vendors V2 and the field is? 

    SOLVED!!! I found it!! 

  • markmj Profile Picture
    markmj 580 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

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

    Best

    Mark

  • Suggested answer
    Muthusamy Profile Picture
    Muthusamy 4 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

    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".

    pastedimage1638451976073v1.png

    Thanks,

  • markmj Profile Picture
    markmj 580 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

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

  • markmj Profile Picture
    markmj 580 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

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

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 14,932 Super User on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

    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

  • markmj Profile Picture
    markmj 580 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

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

  • Suggested answer
    Muthusamy Profile Picture
    Muthusamy 4 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

    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,

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 14,932 Super User on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

    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

  • markmj Profile Picture
    markmj 580 on at
    RE: Vendor set default for "Purchase order prices/amount" to yes

    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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