Supplier Approval

Caroline Buckland Updated by Caroline Buckland

The process

When Supplier Approval is in use, any newly inserted suppliers will be set to 'Unapproved', meaning they cannot be used for data entry. The nominated approver, can either 'Approve' or 'Reject' the supplier.

When a supplier is 'Approved' the supplier will then be available to be used. When a supplier is 'Rejected' the supplier cannot be used, and the supplier record will be deleted when Supplier Deferred Purge is ran. The approval process applies to the creation of new suppliers and amendment of keys fields, such as payment details.

Only one user can receive the message but restricting to approving suppliers is through facility denials.

To approve or reject a supplier, access the following menus:

Accounts Payable>AP Processes>Suppliers>Maintain Suppliers

Select the Unapproved option from the Approved drop down list. Then select Search.

The Supplier>Approve and Reject actions are available.

Selecting Approve will allow you to check the supplier details.

Once the checks are complete, select More>Supplier>Approve

An email will be sent to the creator to say the supplier has been approved.

Selecting Reject, will allow you enter a reason for the rejection.

Enter a rejection reason.

Use the Save button once complete.

An email will be sent to the creator to inform them of the rejection.

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