Records on My Docs

Prevailing Credit Rules

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Prevailing Credit Rules supports Vendor Relationship Management by keeping vendor, portal, relationship, transaction, activity, or case records available in the current ERP route structure.

Credit Rules Callover

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Credit Rules Callover supports Vendor Relationship Management by keeping vendor, portal, relationship, transaction, activity, or case records available in the current ERP route structure.

Vendor Groups

Tue, 06 Oct 2020 08:48:57 +0000

The vendor group serves as utility that helps to logically group or categorize vendors within a particular organization. These vendors may be grouped or categorized based on the kind of services they are subscribed to in an organization. An organization can have as many vendor groups as they want.

Vendor Signups

Tue, 06 Oct 2020 08:48:57 +0000

Vendor Signups are onboarding requests that need review before the vendor is approved for use in VRM and related workflows.

Vendors

Tue, 06 Oct 2020 08:48:57 +0000

Navigating through to the vendor submodule

Navigating to the vendor section

To navigate to the vendor submodule, from the homepage of the ERP, on the side bar navigation locate the “vrm” module and click on it, you will see a list of drop down menus, select the “records” sub menu in the dropdowm menus, you will have the records dashoard displayed with different sub modules, now select the vendors menu. see image below

KYV Checklist

Tue, 13 Oct 2020 15:21:01 +0200

Introduction

The kyv Checlist in full stands for Know your vendor checklist. In the kyv checklist, you have a holistic view of all documentation provided by vendors during thier onboarding. This feature provides users with the ability to view and validate these documents. Valid documents are kept in the vendor profile and invalid documents are voided.

Prevailing Rel Mgrs

Tue, 06 Oct 2020 08:48:57 +0000

Prevailing relationship managers show the current staff ownership of vendor relationships. This is useful for escalation, coverage review, and account ownership checks.