Supplier Enrichment Workflow

The Supplier Enrichment Workflow is a process where you can enhance and update the supplier information. To ensure that the information is accurate, you can add, verify, and approve all the required documents related to supplier.

The Supplier Enrichment Workflow business process flow is displayed.

The Supplier Enrichment workflow process consists of the following steps:

Scenario

Consider that the existing supplier has not submitted the required documents. You wish to add the document, but the document is in Awaiting Approval status. You wish to approve the documents and submit them.

To complete the supplier workflow process:

1. On the navigation menu, click on the Search Suppliers app.

   

   Result: The Search page is displayed.

   

2. Click on the First Name or Last Name supplier entity link.

   

   Result: The Entity Manage page is displayed.

   

3. Click on the Submit Required Documents from the Things I need to fix widget.

   

   Result: The Submit Required Documents tab is displayed.
   

4. Click Next.
   

   Result: The Manage Relationships stepper is displayed.

5. Click on the File Name.
   

   Result: The Document Manage page is displayed.

6. In the Workflow tab, add comments if you wish and click Approve.
   

   Result: A confirmation notification message Approve successful is displayed.

7. Click the Refresh icon to display the document status (Approved).

   

8. Navigate to the Entity Manage page > Submit Required Document tab and click Refresh.

   Result: The status of the supplier required documents will be updated to Green, and the status in the "Things I need to fix" grid will be updated.

   

9. In the Workflow stepper on the right pane Add a comment if required.

10. Click Done.
    

    Result: A confirmation notification message Done successful is displayed and the workflow is moved to Supplier Document Verified.
    

11. Click Approve to approve the Supplier Document Verified workflow.
    

    Result: A confirmation notification message Approve successful is displayed.