Walk-through of the New Vendor Approval process

This is an example of adding and approving a new vendor when “Require new vendor approval” is activated.

1. From the Vendor List screen select “New”.
    
2. Enter all required information in the “New Vendor” screen.
   1. If the creating user has the authority to approve vendors they may check the “Approve” box when adding the vendor.

1. Click “Save”.
    

If system options indicate Users/groups to notify the selected Users/groups will receive the following email notification:

1. Open the Vendor record which may be accessed via the email hyperlink or directly from the Vendor List.
2. Check the “Approve” box.
3. Click “Save”.
    

The Vendor is now approved and may be used for Purchase Order and AP Invoice entry.