Walk-through of the New Vendor Approval Process

This is an example of adding and approving a new vendor when new vendor approval is required.

From the Vendor List screen, select New.

Enter all required information in the New Vendor screen.

If the user creating the account has the authority to approve vendors, they may check the Approve box when adding the vendor.

Click Save.

If system options indicate Users/groups to notify the selected Users/groups will receive the following email notification:

1. Open the Vendor record, which may be accessed via the email hyperlink or directly from the Vendor List.
2. Check the Approve box.
3. Click Save.

The Vendor is now approved and may be used for Purchase Order and AP Invoice entry.