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

Unapproved suppliers can no longer be added to a works order

This feature is dependent on your system being set-up to require approval when adding suppliers - 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)



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

The supplier is automatically classed as Unapproved


Click the Supplier link and select Approve Supplier Detail

info


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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Related issues

An option is available to require approval when adding suppliers - when this configuration is in place, unapproved suppliers can no longer be added to works orders