Supplier Quality Management with Dynamics 365 F&O - part-1 Vendor On-boarding

This blog post focuses on how to enable Supplier Quality Management (SQM) process with Microsoft Dynamics 365 Finance and Operations (F&O) in the manufacturing industry. Adhering to regulatory and statutory guidelines is vital for manufacturing enterprises. Manufacturers are responsible and accountable for managing their entire supply chain which requires ensuring the management of product compliance and safety standards from raw material sourcing to customer service processes. Vendors play a significant role in the supply chain process, and this blog post is focused on how to enable the Supplier Quality Management (SQM) process specifically for selecting and on-boarding vendors.

The SQM process can be divided into three primary areas - selection and on-boarding, collaboration, and risk analysis/scorecard. The blog post discusses the first area, which focuses on the process of selecting and on-boarding a vendor.

The post demonstrates how manual processes for vendor evaluation and selection can be automated and enhanced using the Vendor on-boarding process with Microsoft Dynamics 365 F&O. The steps involved in the on-boarding process include creating a vendor registration request, performing a denied trade list verification check, creating an external user record, and sending an email to the vendor contact to log into the system. Once logged in, the vendor contact is given access to the vendor questionnaire, thereby allowing the SQM team to evaluate the vendor further. Finally, if approved, the vendor and vendor contact record are created in Microsoft Dynamics 365 F&O, and a request is sent to Accounts Payable to set-up the vendor payment details as necessary.

The entire process is digitized, and records can be maintained for future audit purposes, making it easier to onboard vendors more efficiently while ensuring regulatory and statutory guidelines are adhered to.

Although the questionnaire is not as flexible as one would hope it to be, the process is currently being improved. The vendor record once approved and created may also have been granted access to Vendor collaboration, which needs to be verified and removed if not required. The post concludes by outlining other points to note when using the process.

Overall, this post provides a helpful and informative guide for those in the manufacturing industry to enable Supplier Quality Management (SQM) process with Microsoft Dynamics 365 F&O, specifically for vendor on-boarding.

The post can be found at 365withoutcode.blogspot.com.