How to Create a New Vendor in AX 2012 /D365

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How to Create a New Vendor in AX 2012 /D365

Perform the following to create a new vendor:

1. Click Accounts payable, click Common, click Vendors, and then click All vendors for adding new Vendor. 

2. Click Vendor in the Action Pane.   

3. Enter a Vendor ID/Code in Vendor account field allowed limit is10 characters and add vendor name in the Name field allowed up to 30 characters.

The Vendor account is generated automatically if the vendor account number sequence is specified in the Accounts payable parameters form in the Number sequences section. Some companies prefer to enter the number sequences manually. To do this, select the Manual check box on the General FastTab in the Number sequences form. Avoid using numbers that can be changed, such as telephone numbers. 

4. Select a Record type of either Person or Organization.  This selection will determine what fields are available on the form. Organization means a vendor having legal status as Company and Person means a vendor registered as Individual Business.

5. Enter the name you want to search for the vendor in the Search name field. If it is not entered, the Name field is used by default as search vendor field. 

6. Select the vendor group to which you want to associate for reporting purpose. Grouping may be based on Product, Territory and sale types etc.

7. As appropriate, enter values in the other fields in the Organization details and Other information area.



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