9.1.1. Required Documents

In this section of the New Supplier form, users can provide the documents required for the supplier’s acceptance or approval by the company.

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

1. Supplier Type: This is a single-select dropdown field that retrieves the list of active supplier types in the system. It allows users to select the type of supplier being requested.
   • When a supplier type is selected, all associated documents will automatically populate the Requested Document(s) grid.
     

     *Users have the option to set up the requested documents in advance for each supplier type in the Documents & Supplier Types form. They can also, however, manually add required documents directly in this grid.

2. Add: This button allows users to add a new supplier document.
   • If selected, it will display the Add Supplier Document form.
     

     **This form provides a streamlined way to include additional documents necessary for the supplier’s approval process or ongoing compliance.

3. Edit ( ): This button allows users to edit an existing supplier document.
   • This function not only allows for the modification of newly added documents but also enables users to upload the corresponding file and specify the expiration date for documents that are automatically populated in the grid.

4. Delete ( ): This button allows users to delete a supplier document.
   

   **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click either Discard Changes or Undo ( ).