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

Unapproved From version 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

:

  • A prompt will be displayed

:

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This

applies wherever

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)

...

Tip

This feature is dependent on your system

...

being set-up to require approval

...

Expand
titleClick here for more information
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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:
    Approve supplier and/or bank details - configuration option

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    Note

    Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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    An option is available to require approval when adding suppliers - when this configuration is in placeWhen using approval functionality for suppliers, unapproved suppliers can no longer be will be prevented from being added to works orders