1.6.2 Setup Supplier Approval Function

You can choose to use the Supplier Approval function or just use the compliancy rules.

If you setup Supplier Approval, it works until the supplier is approved then they would fall under the Compliancy Rules you have setup on an ongoing basis.

If you want to activate the Supplier Approval function you setup in the same way as above but when adding the rule you select Approval Process instead of Standard. 

You also have the ability to preview the rule and which suppliers fall under it by selecting on the “Eye modal” on the left had side of the rule. You can also export the data to Excel by selecting export to excel at the bottom of the pop up.

Step 1: Select Add Compliance Rule as above

Step 2: Select Approval Process 

Step 3: Follow the same steps again in Setup Compliance Rules to setup the rule for your Supplier Approval Process

Step 4: Your Supplier Approval Process setup will look the table below when complete. The tick indicates the Approval Process is turned on for those suppliers or supplier types.