This article shares a visual of what it takes to enable and leverage vendor collaboration in Microsoft Dynamics 365 Finance and Operations cross-apps.
Inviting vendors to collaborate directly in D365 F&O improves the vendor’s visibility of purchase orders and ensures a shared view on responses to purchase orders thereby greatly improving the communication between the organization and vendor.
Below is what the Vendor collaboration module features looks like:
Before you create a user account for someone who will use vendor collaboration, you must set up the vendor so that it can use vendor collaboration. On the Vendors page, on the General tab, set the Collaboration activation field.
Options are:
- Active (PO is auto-confirmed) – Purchase orders are automatically confirmed if the vendor accepts them without requesting changes.
- Active (PO is not auto-confirmed) – Your organization must manually confirm purchase orders after the vendor has accepted them.
One way is to directly create a vendor collaboration user or just create a user and assign vendor roles, then create vendor contact and allow for collaboration portal on vendor and then link the person in the vendor user.
Suggesting below the screens with visuals and key elements highlighted to easily setup vendor collaboration and get it up running in no time.
Vendor contact setup for collaboration:
Provision vendor user:
Vendor user workflow setup:
Vendor external roles:
Vendor user access completion:
Vendor user setup for security:
Send Approved PO to vendor collaboration:
Vendor user UI and workspaces:
Vendor involvement in PO acceptance:
Buyer review of vendor response:
