Supplier checklist functionality - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
Configurable option available via self-service configuration, as outlined here
Enterprise customers can request this option to be enabled/customised, click here to contact Reapit Support
A configuration option is available to provide supplier checklist functionality - the supplier checklist contains items specific to your business requirements
Outstanding supplier checks can be flagged in the Organiser and also reported on
This functionality helps to ensure that specific processes and checks are being followed when a new supplier is added
Prior to version 12.161: supplier approval functionality also needs to be enabled to use the supplier checklist - however, from version 12.161+, this is not required in order to use it
If supplier approval is not enabled, completing the supplier checklist is an optional process
From version 12.162+: when using supplier approval functionality, a further configuration option is available which makes the completion of the supplier checklist compulsory, as it requires the checklist to be completed before the supplier can be approved
For more information on this configuration option, see section 7 below
Configuration options for supplier checklists
Checklist items can be set to apply to:
just core suppliers or just non-core suppliers, or both
For more information on core suppliers, click here: Add core suppliers - configuration optionall offices or specific offices
all supplier types or specific types
Users can be:
prevented from editing or deleting a check
required to add an attachment to a check
prevented from marking a check as ‘not needed’
1. Access supplier checklist When adding a new supplier, the supplier checklist can be accessed and used
If using the legacy company screen From supplier company record:
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2. Supplier checklist The types of check displayed is dependent on how your business have chosen to set this up
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2a. Add/view check documents Add check documents
View check documents From supplier company record (when using the new company screen):
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2b. Change order of checks
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3. Completed supplier checklist When all items on the checklist are complete:
If using the legacy company screen:
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4. Incomplete supplier checks on the Organiser Incomplete supplier checks can be flagged on the Organiser, this needs to be added to the panel and saved first From Organiser:
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6. Report on supplier checks A checks option is available when running a Power Report on company records From Reports on main menu:
Example report This report will return all company supplier records where the supplier is Unapproved and the Supplier bank details added check is currently Needed or Sent/Arranged (i.e. it is not complete) |
7. Require completed checklist before supplier can be approved - configuration option (available from version 12.162+) A configuration option is available which prevents a supplier from being approved until the supplier checklist has been completed To enable this configuration option, contact Reapit Support
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