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This guide has been reviewed against our global client base and classed as relevant to all regions |
Unapproved From AgencyCloud 12.132, unapproved suppliers can no longer be added to a works orderThis feature is dependent on your system being set-up to require approval when adding suppliers - for further details on this, see section at the bottom of this article
If attempting to add an unapproved supplier to a works order, this message :
 This applies wherever applies wherever an unapproved supplier is added to a works order, including when:
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This feature is dependent on your system |
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being set-up to require approval |
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The supplier is automatically classed as Unapproved
Click the Supplier link and select Approve Supplier Detail
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)
when adding suppliers For more information on supplier approval, click here: |
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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 Configuration option which prevents unapproved suppliers being added to works orders |