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

From AgencyCloud 12.132, unapproved suppliers can no longer be added to a works order

If attempting to add an unapproved supplier to a works order:

  • A prompt 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)

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

For more information on supplier approval, click here:
Approve supplier and/or bank details - configuration option

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