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Fiona Hardy

Fiona Hardy

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This guide has been reviewed against our global client base and classed as relevant to all 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

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section at the bottom of this article

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

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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)

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When your system is set-up to require approval from suppliers and a new supplier is added, click below

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

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  • The supplier is automatically classed as Unapproved

  • Click the Supplier link and select Approve Supplier Detail

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  • 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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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