How to setup vendor approval process?

How to set up the vendor approval process?

The vendor approval process is to establish an authorising officer/s to accept vendors that can have transactions with the organisation. This is to facilitate establishing transparency in procurement.

PS: This will only need to be set up if your organisation practice the vendor approval process and if you are using Vendor & Contract Management module.

To set up the vendor approval process

1. Select Setup Process under Setup from the Menu.

2. Select the User that will perform the approval. You can also choose his/her secretary to do the approval on behalf of the user.
3. Click on the Add button.
4. When the approval hierarchy is successfully saved, a success message will appear below the page title.

More on this topic

• For step-by-step guides to using the Setup, see Set Up.