Prevent a supplier being added to a works order with no valid certificate/accreditation - configuration option
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available which will prevent a supplier being added to a works order when they do not have a specific, valid certificate/accreditation in place
This feature is limited to specific certificate types as set-up in configuration, e.g. public liability
This configuration option needs to be enabled via Reapit Support - click here to request this
1. Adding a supplier to a works order without a required/valid certificate
|  When gathering contractor quotes, contractors are added to the works order without the certificate check When accepting a contractor quote, the certificate check will then be carried out on the successful contractor |
2. Adding/updating supplier certificates Supplier certificates/accreditations are set up in the supplier company record From the company record:
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In addition to the above, configuration is also available so that the works order type will determine which certificates are checked
For example, a gas safety accreditation would only be taken into consideration for a works order type of gas safety
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