Configure Vendor Collaboration Security Roles for External Vendors

Assigning the Vendor (External) Role to a Vendor

Question

You are configuring vendor collaboration security roles for external vendors.

You manually set up a vendor contact.

You need to assign the Vendor (external) role to this vendor.

Which tasks can this vendor perform?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B.

Note: There are several versions of this question in the exam.The question has two possible correct answers: 1

View consignment inventory.

2

Maintain vendor collaboration invoices.

Other incorrect answer options you may see on the exam include the following: 1

Add a new or existing contact person to the vendor accounts that they are a contact for.

2

Request a new user account for a contact person by using the Provision user action.

3

Deny or allow a contact person's access to documents on the vendor collaboration interface that are specific to the vendor account.

4

Maintain vendor collaboration invoices.

References: https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/procurement/set-up-maintain-vendor-collaboration.

In Dynamics 365 Finance, the Vendor (external) role is a predefined security role that is used to grant access to external vendors who need to collaborate with the organization. When you assign this role to a vendor, they gain access to specific functionalities that allow them to work with the organization in a controlled and secure way.

Regarding the tasks that can be performed by a vendor with the Vendor (external) role, the correct answer is B. Maintain vendor collaboration invoices. This means that vendors can create, submit, and view invoices that are related to the purchase orders they have with the organization. Additionally, they can also view the status of their invoices, the payment history, and any communication related to the invoices.

Answer A, Request a new user account for a contact person by using the Provision user action, is not correct. This task is not part of the Vendor (external) role, but it is related to the Vendor self-service portal configuration. This functionality allows vendors to manage their users and their access to the portal, but it requires additional configuration steps and permissions.

Answer C, Delete any contact person that they have created, is also incorrect. Vendors with the Vendor (external) role cannot delete contact persons that they have created. This task can only be performed by users with higher security roles, such as system administrators or vendor administrators.

Finally, answer D, View and modify contact person information, such as the person's title, email address, and telephone number, is also incorrect. Vendors with the Vendor (external) role do not have access to the contact person information in Dynamics 365 Finance. This information is managed by the organization's internal users and is not shared with external vendors.