Approve vendors for specific products

Important

Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.

This procedure shows you how to approve vendors for specific products. This allows you to control which vendors can be used when the product is added to a purchase order. You can use this procedure in demo data company USMF, or on your own data. This task would typically be carried out by a Purchasing manager.

  1. In Navigation Pane, go to Modules > Product information management > Products > Released products.
  2. In the list, find and select the desired record.
  3. In the list, click the link in the selected row.
  4. Expand the Purchase fastTab. If there is a primary vendor shown in the Vendor field, then you need to add this vendor as an approved vendor in the following steps. Make a note of the vendor number, if one is shown.
  5. On Action Pane, click Purchase.
  6. Click Setup.
  7. Click Add.
  8. In the Vendor field, enter or select a value. Select the approved vendor. At least one of the lines has to be the primary vendor if there was one in the product record. If you made a note of the vendor number earlier, select it here.
  9. In the Expiration field, enter a date. Choose a date a that is a few months ahead.
  10. Click Add.
  11. In the Vendor field, enter or select a value.
  12. In the Expiration field, enter a date. Choose a date that is different than the previous expiration date.
  13. Close the page.
  14. On Action pane, click Approved vendors.
  15. In the Expiration field, enter a date. This date acts as a filter so you can see who the approved vendors are, up to a certain date.
  16. Close the page.
  17. On Action pane, click Effective period.
  18. In the Show vendors expired by field, enter a date. You can use this page to identify vendors where the approval status will expire after a certain date.
  19. Close the page.
  20. Click Edit.
  21. In the Approved vendor check method field, select an option. This field allows you to select the policy for what should happen if the product is added to a purchase order line where the vendor is not an approved vendor.
  22. Click Save.
  23. Close the page.
  24. Close the page.
  25. In Navigation Pane, go to Modules > Procurement and sourcing > Vendors > Vendor/item relations > Approved vendor list by item. This page gives you an overview of all products and the approved vendors.
  26. Close the page.
  27. In Navigation Pane, go to Modules > Procurement and sourcing > Vendors > All vendors. You can also start from a vendor and then go to the list of approved products for that vendor account.
  28. In the list, find and select the desired record.
  29. On Action Pane, click Procurement.
  30. Click Approved vendor list by vendor.
  31. Close the page.
  32. Close the page.