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Setup page · Accounts payable

Vendor groups

A basic Accounts payable setup page for groups of vendors.

Used by
Accounts payable manager, Vendor account manager, Purchasing manager
Business process
Process supplier invoices
Menu item
VendGroup
Main table
VendGroup
Data entity
VendVendorGroupEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA basic Accounts payable setup page for groups of vendors.
What you do hereUsed to create and maintain vendor groups whose members share important parameters for posting, settlement and payment, reporting, and forecasting.
ExampleFor example, Adventure Works Cycles, which has many vendors to monitor, set up several vendor groups to make managing those vendors simpler.
Vendor groups page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processManage accounts payable › Process supplier invoices
Menu pathAccounts payable › Vendors › Vendor groups
Set up firstTerms of payment Microsoft Learn ↗
Used next byAll vendors Microsoft Learn ↗Invoice journal Microsoft Learn ↗Define vendor posting profiles
Related pagesTerms of payment Microsoft Learn ↗Methods of payment Microsoft Learn ↗Vendor posting profiles Microsoft Learn ↗Accounts payable parameters Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Define vendor groups1 screen

Group vendors that share posting, settlement, payment and reporting defaults.

  1. Screen 1

    Create the vendor group

    Go to Accounts payable > Vendors > Vendor groups

    1. Select New
    2. Enter the group code, description and terms of payment
    1Vendor groupBEAT
    DescriptionAtlas synthetic suppliers
    Terms of paymentNET30
    Create the vendor group (zoomed on the outlined fields)
    Show the full screenCreate the vendor group
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
PostingOpens the ledger posting setup for items, accounts and sales tax codes by vendor group.Microsoft Learn ↗——
Vendor group—BEAT—
Description—Atlas synthetic suppliers—
Terms of payment—NET30—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Define vendor groups——Creating groups by vendor name alone without checking whether they need distinct posting or payment defaults.Test: AP baseline defaults flow from setup to invoice and payment

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemVendGroup Checked in Dynamics 365
FormVendGroup Checked in Dynamics 365
TableVendGroupShown as “Vendor groups” in Record infoKey field: VendGroupChecked in Dynamics 365
Data entitiesVendVendorGroupEntityVendor groups Microsoft data model ↗DimAttributeVendGroupEntityMicrosoft data model ↗
Who can open itPrivilegesMaintain vendor groups VendGroupMaintainDutiesEnable vendor process VendVendorProcessEnable
3 security rolesPurchasing manager TradePurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManagerVendor account manager VendVendorAccountManager
Checked in Dynamics 365
Actions on the pageVendor groups: [ButtonGroupSetup], [ButtonGroupForecast], [ButtonGroupWHS]Checked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=VendGroup
Integrate withVendVendorGroupEntity data entity Microsoft data model ↗
Table definitionVendGroup columns and relations Microsoft data model ↗

Everyone

8Sources and checks