9.2. Review Supplier

Once the New Supplier form has been submitted, the assigned user will receive a notification in their Pending Tasks prompting them to review the supplier request.

They will also receive an email notification informing them of the assigned task.

Clicking on either the subject in Pending Tasks or the link in the email will direct the user to the Review Supplier form. This form displays all information entered in the New Supplier form; however, all fields are set to read-only. Listed below are the other notable features in the form:

1. Next Review Date

At the top of the form, users can schedule the next review or assessment of the supplier, ensuring prompt follow-ups on the supplier’s performance, compliance, or other evaluation criteria.

2. Missing or Incomplete Documents

In this section of the form, users can identify any missing or incomplete documents related to the supplier request.

• Are there any missing or incomplete documents?: This checkbox allows users to indicate whether there are any documents that are missing or incomplete for the supplier request.
  • If selected, it will reveal a grid containing the list of requested documents.
    • Add: This button allows users to add a new supplier document.
      • If selected, it will display the Add Supplier Document form.
    • Edit ( ): This button allows users to edit an existing supplier document.
      

      **To edit, users can also simply double-click on the respective entry in the grid.

!To mark a supplier document as missing, users must select the corresponding Is Missing checkbox in the grid. Selections can be saved by clicking the Save Changes button or simply clicking outside the grid. To discard selections, click on the Discard Changes button.

3. Send to Supplier / Approve

At the bottom of the New Supplier form, there are the following buttons:

• Send to Supplier: This button allows users to send a request to the supplier informing them about the missing or incomplete documents.
  • This action prompts the supplier to take necessary steps to provide the missing documents or complete the incomplete ones.
• Approve: This button allows users to approve the supplier request, bringing the workflow to an end.
  • By selecting this button, users are essentially confirming that the supplier request has been reviewed and meets the necessary requirements or standards.
    

    **Approving the supplier request indicates that the company accepts and authorizes the supplier to provide their products as requested.