This screen is part of the Vendor Approval feature. Use this screen to approve and maintain newly-created vendors along with the associated pay vendor(s).
The Vendor Approval feature implements the segregation in your organization of employees authorized to create vendor records from employees authorized to approve vendors. It also creates an audit trail each time a user saves changes. Your organization's internal accounting operations procedures and internal documentation could require the use of segregation, an audit trail, or both, to ensure compliance with the Sarbanes-Oxley Act of 2002.
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Note: You must first select the Requires Approval check box in A/P Settings to enable the Vendor Approval feature and this screen. If you try to open this screen when Requires Approval is clear, the application displays an error message and then closes. You must first be set up as an authorized vendor approver in the Vendor Approver Settings screen before you can use this screen. Otherwise, your access to this screen is read-only. |
Use this screen after initializing the Vendor Approval feature and when creating new vendors to approve and maintain vendors along with the associated pay vendor(s).
Use Query to populate the table with vendor information.
Select an approval option from the drop-down list. The approval code options are Not Approved, Approved, and Pending. The system assigns Pending status to new vendors as the default value.
This non-editable field displays the vendor ID.
This non-editable field displays the vendor name.
This non-editable field displays the vendor group.
This field displays the approval code of the pay vendor. You can change the pay vendor's approval status using the Pay Vendor drop-down list in this screen.
This non-editable field displays the pay vendor ID.
This non-editable field displays the pay vendor name.
Use this drop-down list to establish or modify the pay vendor's approval status. Options are Approve, Disapprove, and None.
Use this button to approve the selected vendor or range of vendors. To select a range of vendors, hold the “Shift” key down while clicking on the vendors you want to approve.
Use this button to disapprove the selected vendor or range of vendors. To select a range of vendors, hold the “Shift” key down while clicking on the vendors you want to disapprove.
* indicates a required field
This screen updates the VEND (Vendor) and the VEND_APVL_AUDIT_HS (Vendor Approval Audit History) tables.
