Approving Vendor

To approve Vendors:

1. Select Procurement > User > Approval List. The APPROVAL LIST page is displayed.
2. On the ACTIONS panel, click Filters. The FILTERS pop-up page is displayed.
3. On the FILTERS pop-up page, fill in the details. Select Vendor from the Approval For drop-down list and Pending For Approval from the Request Type drop-down list. For more information, see ACTIONS.
4. Click SUBMIT. The LIST section displays the list of Vendors that are pending for approval.
   
   
   Figure: APPROVAL LIST page
   
   

5. Click on the Vendor Code that you want to approve. The selected Vendor details are displayed.
   
   
   Figure: VENDOR page
   

   
   

6. Click APPROVE VENDOR. The APPROVE VENDOR pop-up page is displayed.
7. On the APPROVE VENDOR pop-up page, select Approved to approve and Rejected to reject the Vendor. For more information, see ACTIONS.
8. Provide your remarks.
9. Click SUBMIT.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the APPROVAL LIST page for Vendor.

Filters

Click Filters to specify the filter criteria and click SUBMIT to view the list of Vendors.

• S-Instance
  Select the S-Instance from the drop-down list.

• Approval For
  Select the request that you want to approve or reject from the drop-down list.

• Request For
  Select the Status of the request from the drop-down list.

• Date
  Select the From Date and To Date from the calender.

Figure: FILTERS pop-up page

SHOW LIST

Click SHOW LIST to view the list of Vendors.

APPROVE VENDOR

Click APPROVE VENDOR to approve/reject any Vendor.

• Approval Status
  Select Approved to approve and Rejected to reject the Vendor.

• Remarks
  Provide your remarks on the Approval Status selected.

Figure: APPROVE VENDOR pop-up page

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.

PRINT

Click PRINT to print the page.