Title here
Summary here
Records
The Records area is the starting point for vendor onboarding and vendor master data. It contains vendor groups, vendor signups, vendor profiles, KYV checklist review, and prevailing relationship manager assignments.
Concepts
| Concept | Meaning |
|---|---|
| Vendor group | A category that groups vendors for reporting, onboarding rules, and relationship ownership. |
| Vendor signup | A pending vendor onboarding request before it becomes an approved vendor record. |
| Vendor | The approved vendor master record used by transactions and relationship workflows. |
| KYV checklist | A review list of vendor documents and compliance evidence. |
| Prevailing relationship manager | The current staff owner responsible for a vendor relationship. |
How To Use Records
- Open VRM -> Records.
- Use Vendor Groups to define vendor classifications.
- Review Vendor Signups before approving or converting vendor onboarding requests.
- Maintain approved vendors from Vendors.
- Use KYV Checklist to review documents supplied by vendors.
- Use Prevailing Rel Mgrs to check current vendor relationship ownership.
Screenshot: VRM Records dashboard