AttachmentOnce a Vendor has been Submitted, it may be routed to a Vendor Approval session. The system automatically displays if there are Vendors pending approvals and and Open Vendor Approval Session(s) on the Dashboard. A Vendor Approval Session can also be started by selecting the link in an eMail notification sent by the system to the selected approver.
To begin a new Vendor Approval Session, select the "Approve Pending Vendors" link on the Dashboard, under the To Do heading. You will then be directed to the Vendor Approval Session page.
If a session has been loaded previously, but not processed, that open session will be listed as an Outstanding Transaction. When an Open Session is resumed no additional "Pending Vendors" will be added to that Open Session.
Vendors can be approved, disapproved, or placed on hold by three methods; all vendors loaded to the Approval Session by selecting the desired status from the Document Toolbar, by vendor by selecting the desired status from the line command buttons.
This option becomes available when the 'Enable Ad Hoc Approval' System Setting has been activated to select a user to add to the current approval workflow. Only users that have been assigned permissions to the approval process in Security will be available for selection as an ad hoc approver. When a user is selected, they will be added to the approval workflow based on the approval action taken.
Upon processing the Approval Session, all lines marked for approval will be processed as approved and add the selected additional Approver as the next required approval step.
Lines marked for disapproval will add the selected additional Approver as a required approval step before the original Approver providing them the option to make their approval decision after this additional step.
Items left marked as 'Awaiting' when the session is processed will not assign an additional approval step and return the items to the existing approval queue.
The ID of the vendor.
The name of the vendor.
The vendor class assigned to the vendor.
The date the vendor was created.
Name of the user who created the vendor, they are the 'owner' of the Vendor until it is fully approved.
Enter or Select a valid Note from the Zoom Window. This code will be returned to the Creator in the Details of the vendor in Vendor Maintenance and also in the email message when a vendor is disapproved during an approval session.
This read-only field is updated when a command button is selected which changes the disposition of the Vendor Approval Status.
The following Actions can be executed by Vendor:
Attachment
Approve
Disapprove
Awaiting
Line Actions
