Unsolicited vendor request
If you have a large organization good chance that you will have suppliers wanted to work with you to supply goods. So being able to register and keep track of […]
Category Archives: Procurement and sourcing
New Vendor setup with Portal Admin access
This is a quick walk through of an example of setting up a vendor with vendor portal access. The contact you initially setup would then be considered the admin for […]
Direct delivery workbench
There is a new menu that you will find under on the journal group on the procurement and sourcing area page in AX2012 R3. It’s called direct delivery. It’s not […]
Purchase accrual on category based purchases
There are a number of different parameters that control how posting is done in AX2012. One setting you might want to vary by different categories if you do a purchase […]
Purchase agreement creation
Purchase agreements are something you might establish with suppliers for blanket purchases or just to establish a price or terms registration. This is a quick video to walk through the […]
External item handling with punch out catalog
When you are setting up for procurement you have to make a decisions if you want to catalog all the items for your employees to purchase or you just purchase […]
Purchase lines notes print
This is a handy capability to print additional notes on the purchase order for instructional information to a supplier. It’s similar on the sales side for printing notes to a customer. This video […]
Purchase requisition via the windows client
In an earlier post I cover an example of a purchase requisition being entered through the Employee services portal via a punch out. Sometimes you may not deploy the Employee […]
Purchase requisition manual release to purchase order
If you are a procurement team you might have different policies on what purchase requisitions get converted to purchase orders automatically and which ones you might want to review and […]
Purchase requisition workflow setup
This video is a quick walk through of investigating the setup of a purchase requisition workflow setup. This is useful if you are inheriting a configured environment, e.g like the […]
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