Supplier Management

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Topic

    Amber Lomeli
    Supplier Spend Authorized Approval
    Topic posted July 9, 2019 by Amber LomeliBronze Medal: 1,250+ Points, tagged Approvals/Notifications, How-To, Setup, Supplier Creation, Supplier Registration 
    69 Views, 4 Comments
    Title:
    Supplier Spend Authorized Approval
    Summary:
    How to configure just spend authorized
    Content:

    Currently we must enter in a product and service along with creating a role for the user to register the supplier. Is there a way to turn that off so we do not have to enter that on a Spend Authorized Supplier?

     

    Is it possible to initiate approvals through Create Supplier or does it have to be Register Supplier?

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    Comment

     

    • Aishwarya Pawar

      Hi Amber,

      Yes, you can configure the supplier registration such that users are not forced to provide products and services information while registering as spend authorized suppliers.

      Configure Supplier Registration and Profile Change Request is the task to use. Screenshot below shows the options available. You can choose to make Products and Services, Hidden, enabled or required.

      If you create a supplier manually using the Create Supplier action, there is no approval initiated. However bank accounts associated to suppliers can be submitted for approval.

      Hope that helps.

      Thanks,

      Aishwarya

    • Sam Crawford

      Do you mean the roles that you assign to supplier users?  Those can be managed through the Manage Supplier User roles task in Setup, you can setup default ones that get auto-assigned when a contact is created, but you can't completely hide the functionality.