---
title: "Configure step with wizard - Vendor"
slug: "configure-step-with-wizard-vendor"
description: "Configure vendor setups in D365 F&SCM with a streamlined data entry workflow, ensuring efficient management of vendor data and contacts."
tags: ["Task topic"]
updated: 2026-09-23T08:28:37Z
published: 2026-09-23T08:28:37Z
canonical: "docs.staedean.com/configure-step-with-wizard-vendor"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure step with wizard - Vendor

In D365 F&SCM, the vendors setup has a complex data model and several related forms.

With the **Configure data entry workflow template** wizard, you can configure a data entry workflow to set up vendors. You can use the wizard to configure an existing step.

You can split the vendor setup over several steps. For each step, you can use the wizard to configure the desired step field groups.

For example, split the vendor setup over these steps:

- Create vendor: Used to enter the main data of a vendor.
- Enter vendor addresses: Used to enter the address information of the vendor.
- Enter vendor contacts: Used to enter the contact information of the vendor.

### Result

When you finish the wizard, based on your selections:

- The workflow document is created or updated.

> [!NOTE]
> **Note**
> 
> The workflow is created only the first time you use the wizard for a data entry workflow template.

In the workflow document:
  - For each applicable table, a record is added.
  - To each record, all fields of the related table are added.
  - All required table relations and field relations are set up.
- The selected field groups are added to the data entry workflow. The field groups are added to the automatically created tab group of the configured step,
- To each added field group, the main fields are added.

### Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. In the list, click the link of the desired data entry workflow template.
3. Click **Edit**.
4. In the **Workflow diagram** section, select the desired data entry step.
5. Click **Configure** step.
6. Sub-task: Select template type.
  1. In the **Template accelerator type** field, select **Vendor**.

> [!NOTE]
> **Note**
> 
> If you already used the wizard for the data entry workflow template, the wizard step to select a template type is skipped. If this case, the wizard starts in 'vendor' mode.
  2. Click **Next**.
7. Sub-task: Select the vendor setup elements that you want to add to the data entry workflow step.
  1. The first time you use the wizard for a vendor data entry workflow template template, the **Vendor main data** must be included.

Also, if you did not select all vendor main data elements earlier, and you want to add these now, include the Vendor main data.

Select **Yes** in the **Vendor main data** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Vendor main data** page is added to the wizard.
  2. You can add the address information fields.

Select **Yes** in the **Vendor address information** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Vendor address information** page is added to the wizard.
  3. You can add the vendor contact information fields.

Select **Yes** in the **Vendor contact information** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Vendor contact information** page is added to the wizard.
  4. You can add the vendor contact person fields.

Select **Yes** in the **Vendor contact person** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Vendor contact person information** page is added to the wizard.
  5. You can add the vendor bank account fields.

Select **Yes** in the **Vendor bank accounts** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Vendor bank account information** page is added to the wizard.
  6. Click **Next**.
8. Sub-task: Select the desired vendor main data elements.
  1. Indicate if the data entry workflow is used to set up vendors of type **Organization** or **Person**.

In D365 F&SCM, these types use a different set of tables. Only the applicable tables are added as records to the workflow document.

In the **Vendor template type** field, select an option.
  2. Add the **Details** field group to the first step of the data entry workflow template with these fields:

Select **Yes** in the **Identification** field.

> [!NOTE]
> **Note**
> 
> On data entry, you can use the **Name** field to select a party that is already defined in D365 F&SCM. The party address details are automatically copied to the new vendor record.
    - **Vendor account**
    - **Name**
    - **Group**
    - **Currency**
    - **Terms of payment**
    - **Delivery terms**
    - **Mode of delivery**
  3. You can add the **Credit limit** field group to the data entry workflow template step with these fields:

Select **Yes** in the **Credit information** field.
    - **Credit rating**
    - **Credit limit**
  4. You can add the **Tax information** field group to the data entry workflow template step with these fields:

Select **Yes** in the **Tax information** field.
    - **Sales tax group**
    - **Tax exempt number**
  5. Click **Next**.
9. Sub-task: Define the vendor address information setup.
  1. Define how the address information is shown on the workflow task dialog. You can show the address information as a:

In the **Address layout** field, select an option.
    - **Group**: A field group is added which **Display mode** is **Standard**. As a result, on the workflow task dialog, only one address can be entered.
    - **Grid**: A field group is added which **Display mode** is **Grid**. These fields are automatically added to the field group: **Description**, **Purpose**, **Primary**. As a result, on the workflow task dialog, several addresses can be entered for different address purposes. And one address can be marked as the primary address.
  2. During data entry of address information, it can be needed to define the address purpose.

You can add the **Purpose** field to the data entry workflow template step.

Select **Yes** in the **Purpose field** field.

> [!NOTE]
> Note
> 
> This field is only available if the **Address layout** is **Group**. If the **Address layout** is **Grid**, the **Purpose** field is automatically added to the field group.
  3. In the **Available** list, select the desired address elements for the data entry workflow step.

> [!NOTE]
> **Note**
> 
> Select at least one address element.
  4. Click **Add** (->).
  5. Click **Next**.
10. Sub-task: Define the vendor contact information setup.
  1. Define how the contact information is shown on the data entry workflow task. You can show the contact information as a:

In the **Address layout** field, select an option.
    - **Group**: A field group is added which **Display mode** is **Standard**. Set these fields as well: **Individual fields** (with related contact types as desired) and **Purpose field**. As a result, on the workflow task dialog, the contact information fields are shown in a field group.
    - **Grid**: A field group is added which **Display mode** is **Grid**. The contact information fields are automatically added to the field group. As a result, on the workflow task dialog, several contact information records can be entered for different types and purposes. Several contact information lines can be marked as primary.
  2. If the **Address layout** is **Group**, by default, only one contact information line can be entered. You can choose to enable entering contact information lines for the different contact types. In this case, for each selected contact type, a separate field group is added to the data entry workflow template. On the data entry workflow task, for each contact type, you can enter only one contact information line. Select **Yes** in the **Individual fields** field.

> [!NOTE]
> **Note**
> 
> - If you choose to show individual fields, select the desired contact information fields.
> - This field is only available if the **Address layout** is **Group**.
  3. If you choose to show individual fields, you can add the **Phone contact information** fields to the data entry workflow step.

As a result, the '**Contact information - phone**' field group is added to the data entry workflow template step.

Select **Yes** in the **Phone** field.
  4. If you choose to show individual fields, you can add the **Email contact information** fields to the data entry workflow step.

As a result, the '**Contact information - email**' field group is added to the data entry workflow template step.

Select **Yes** in the **Email** field.
  5. If you choose to show individual fields, you can add the **Fax contact information** fields to the data entry workflow step.

As a result, the '**Contact information - fax**' field group is added to the data entry workflow step.

Select **Yes** in the **Fax** field.
  6. During data entry of contact information, it can be needed to define the contact information purpose.

You can add the **Purpose** field to the data entry workflow template step.

Select **Yes** in the **Purpose field** field.

> [!NOTE]
> **Note**
> 
> - If you selected **Yes** in the **Individual fields** field, a separate purpose field is shown in each contact type field group.
> - This field is only available if the **Address layout** is **Group**.
  7. Click **Next**.
11. Sub-task: Define the contact person information setup.
  1. If you add **Contact person** field group to the data entry workflow template step, these fields are always added:

You can add the **Phone** field to the data entry workflow template step.

As a result, the '**Contact person contact information - Phone**' field group, with the **Phone** field, is added to the data entry workflow template step.

Select **Yes** in the **Phone** field.
    - Mandatory contact person fields.
    - Several contact person employment information fields.
  2. You can add the **Email field** to the data entry workflow template step.

As a result, the '**Contact person contact information - Email**' field group, with the **Email** field, is added to the data entry workflow template template step.

Select **Yes** in the **Email** field.
  3. You can add the **Fax** field to the data entry workflow template step.

As a result, the '**Contact person contact information - Fax**' field group, with the **Fax** field, is added to the data entry workflow template step.

Select **Yes** in the **Fax** field.
  4. You can add the **Fax field** to the data entry workflow step.

As a result, the '**Contact person contact information - Fax**' field group, with the **Fax** field, is added to the data entry workflow template step.

Select **Yes** in the **Address** field.

> [!NOTE]
> **Note**
> 
> If you select **Yes**, select the desired address fields in the next steps.
  5. In the list, find and select the desired record.
  6. Click **Add** (->)
  7. Click **Next**.
12. Sub-task: Define the bank account information setup.
  1. If you add vendor bank account information elements to the data entry workflow template step, the bank account grid is always added. The bank account grid has several general bank account fields to identify the bank account.

You can add bank detail information to the data entry workflow step.

Select **Yes** in the **Bank details** field.
  2. Click **Next**.
13. Click **Finish**.

> [!NOTE]
> **Notes**
> 
> Where desired, you can modify the generated data entry workflow template setup. For example, you can:
> 
> - Select step fields from the desired pages.
> 
> **Note:** If you do so, in this case, the workflow document is not updated.
> - Add additional fields from the workflow document.
> - Add tab pages.
> - Move a field group to another tab page using the **Cut** and **Paste** options.
> - Set up conditions.

## Related

- [Edit step setup - Data entry](/edit-step-setup-data-entry.md)
- [Edit step tab pages - Data entry](/edit-step-tab-pages-data-entry.md)
- [Edit step field groups - Data entry](/edit-step-field-groups-data-entry.md)
- [Edit step fields - Data entry](/edit-step-fields-data-entry.md)
- [Multi-table grid in a data entry workflow](/multi-table-grid-in-a-data-entry-workflow.md)