Review and Approve Supplier Documents

Overview

When suppliers submit documents for review, you can check the document details and update the status when the document is ready for approval.

You must have the appropriate permissions to review documents and change their status.

Review and Approve a Supplier Document

Step 1: Find Documents Awaiting Approval

• Go to Supplier Management > Documents.
• In the Status column, enter Awaiting Approval.
• Select Filter or press Enter to display documents awaiting approval.

Step 2: Review the Document Details

• Find the document you want to review.
• Select the blue linked File Name to open the document.
• Verify the relevant details, including:
  • Supplier Name
  • Item Name
  • Document Type
  • Effective Date
  • Expiration Date

Confirm the document and its details meet your organization's requirements before approving it.

Step 3: Approve the Document

• Right-click the document row.
• Open the Status dropdown menu.
• Select Approved.
• Select Save to apply the change.

Best Practices

• Verify document details before approving.
• Check expiration dates to help ensure supplier documentation remains current.
• Confirm you have the necessary permissions before changing document statuses.