How to Manage and Administer Vendor Approvals
Enable "Vendor Approvals" for Purchase Order Creation
EBIS 5 Path: Config ⚙ > Admin > Cities > Select City > Options > Purchase Order
Toggle on the City setting "Vendor must be approved to create purchase order" within your City config PO options. This will prohibit PO's being cut for unauthorized / approved vendors.
Approve / Unapprove Vendor(s)
EBIS 5 Path: Vendors > Select Vendor > Main Info > Approval
Within the Approval Management sections of a Vendor record a Vendor's Approval will start out as Open. Select the Approve Type drop down field and either select Yes or No. After updating the approval to Yes you must input a validity date in which that approval expires (Typically a year). Once completed you will see the updated approval information to include who approved the Vendor and when that Vendor was approved.
Auditing / Searching Vendor Approvals
EBIS 5 Path: Vendors > List > Advanced Search
To review your Vendor's approval statuses you may so an advanced search within the Vendors Module.
You have 2 options when searching / auditing Vendor records:
1. Approval Expiring (Days) - Input the amount of days the vendor(s) will have before their approval expiration. For example 90 days / 3 Months. Then select (+)
2. Approved - Yes , No , Open
Once the search criteria has been input then results will show Vendors with your input approval filters and then you may export this list if necessary.
