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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Where your system is set-up to require approval when adding suppliers* , - from AgencyCloud 12.132 - , unapproved suppliers can no longer be added to a works order

* Dependent on system configuration - for further details on this, see information box at the bottom of this article


If attempting to add an unapproved supplier to a works order, this message will be displayed:

This applies wherever an unapproved supplier is added to a works order, including when:

  • Adding contractor quotes to a works order
  • Booking works orders in bulk (often done via the Property Management panel of the Organiser)



Info

When your system is set-up to require approval for suppliers and a new supplier is added:

  • The supplier is automatically classed as Unapproved

  • Click the Supplier link and select Approve Supplier Detail


Info

When using the Search Companies screen to search for Suppliers, unapproved suppliers are not shown in the list (unless the Type setting is changed to All)



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