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Approve Prospective Vendors Subtask

Use this subtask to approve or disapprove prospective vendors.

Contents

You can approve or disapprove one or multiple prospective vendors at a time. Only vendors with a Pending or Not Approved approval code display on this subtask. After you approve a prospective vendor and save the record, it is no longer displayed on this screen.

Field Description
Approve All

Click this button to approve a selected prospective vendor or a range of prospective vendors.

To select all records, click the Select All Rows icon on the upper left corner of the table window. To select multiple contiguous vendors, hold the SHIFT key on your keyboard and highlight those rows with your cursor. To select multiple non-contiguous vendors, hold the CTRL key on your keyboard and highlight those rows with your cursor.

Disapprove All

Click this button to disapprove a selected prospective vendor or a range of prospective vendors.

To select all records, click the Select All Rows icon on the upper left corner of the table window. To select multiple contiguous vendors, hold the SHIFT key on your keyboard and highlight those rows with your cursor. To select multiple non-contiguous vendors, hold the CTRL key on your keyboard and highlight those rows with your cursor.

Approval Code This defaults to Pending. Click the drop-down list and select Approved or Not Approved to approve or disapprove the prospective vendor in the selected row.
Future Vendor ID

Enter a unique vendor ID, or leave this field blank to have Costpoint automatically assign an ID when you approve the prospective vendor, if auto-assignment of vendor IDs is enabled on the Configure Vendor Settings screen. This future vendor ID will be used as the vendor ID of the prospective vendor once it is approved as a regular vendor.

If the auto-assignment of vendor IDs is not enabled, you must enter a value in this field before you can approve a prospective vendor. You can leave this field blank and save the prospective vendor record, but you will not be able to approve it.

Prospective Vendor ID This field displays the prospective vendor ID.
Vendor Name This field displays the name of the prospective vendor.