Unified Operations & Dynamics AX Forum

Expand all | Collapse all

Vendor Collaboration Portal - Capture Actual Freight

  • 1.  Vendor Collaboration Portal - Capture Actual Freight

    Posted Feb 05, 2019 05:11 PM

    How are others sending a PO to a vendor and then receiving back an invoice with actual freight charged when using the portal?  We'd like to setup a method that the vendor adds their freight to the PO and we can then accept it - maybe even have it match if within a tolerance!

    There is not a way i can see for the vendor to add a line or a charge to the invoice that then comes back for us to review by using the collaboration portal...

    Double bonus question - i tried to have a vendor setup an email alert when a PO is created by going to: Purchase Order Confirmation>Options>Share>Create a Custom Alert.  Didn't work, could be security problem but not sure if this will work for a vendor.  Anyone set one up?

    Chris
    PS, i also posted this on the MS d365 community
    #UnifiedOperations
    #Operations

    ​​

    ------------------------------
    chris south
    SixAxis/ SafeRack
    Andrews SC
    ------------------------------


  • 2.  RE: Vendor Collaboration Portal - Capture Actual Freight

    Posted Feb 06, 2019 10:59 AM
    Chris,

    Not sure which version's you have or what other technology stacks you have at your disposal.  One way to handle the freight charges may be to leverage a Vendor Portal using the CRM platform if you have that in place.

    Regarding your second question, again dependent on your tech stack, you may be able to utilize Microsoft Flow and trigger an alert based on the creation of a new record.  Just a couple of thoughts.

    ------------------------------
    Ryan Kauzlick
    enVista Corporation
    ------------------------------



  • 3.  RE: Vendor Collaboration Portal - Capture Actual Freight

    Posted Feb 06, 2019 11:21 AM
    Edited by chris south Feb 06, 2019 11:22 AM
    Thanks for the ideas Ryan, i'd like to use the base d3656FO system (we're current with 8.1 PU22) where we can - the Vendor Portal is a standard function, just looking for how others are using it.

    As an example, the alert function is a great 'self service' idea - want to give the power to the users to decide if they want the emails instead of the IT team having to setup flow.

    ------------------------------
    chris south
    SixAxis/ SafeRack
    Andrews SC
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role