9.1.1.1. Add Supplier Document

In the Add Supplier Document form, users can add a new required document for the supplier’s approval and upload the corresponding file.

*For guidance on common form features and functions, please refer to the dedicated section in the manual.

1. Document: This is a single-select dropdown field that retrieves the list of predefined documents. It allows users to select the specific document that the supplier needs to provide.
   • Documents are defined in the Documents & Supplier Types section of Product & Supplier Settings.
2. Expiry Date: This is a date picker that allows users to input/select the date when the document is set to expire or become invalid.
   
   !

   Document Expiration & Supplier Reassessment

   After a supplier has been approved by the company, a reassessment process occurs 60 days prior to the specified expiration date of an associated document:

   • For contracts: A full supplier reassessment is automatically triggered, assigning the Review Supplier task to the designated resource.
     • This reassessment ensures that the supplier’s performance and compliance are up to standard before the contract’s expiration.
     
     
   • For non-contract documents: An email reminder is sent to the supplier, prompting them to review and update any necessary documentation to uphold compliance with company requirements.

   
   
3. File Attachment: This is a file attachment field that allows users to upload the relevant document file.
4. Save and Return: This button allows users to save the supplier document and return to the New Supplier form.
5. Save and New: This button allows users to save the supplier document and open a new window to add another document.