Vendor Signups

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

Concepts

FieldMeaning
Vendor NameThe proposed vendor name from the signup request.
ContactThe vendor contact supplied during signup.
Submitted DateThe date the signup request was created.
StatusThe current review state of the signup.

How To Review Vendor Signups

  1. Open VRM -> Records -> Vendor Signups.
  2. Search for the submitted vendor request.
  3. Open the signup record.
  4. Review contact, company, and supporting information.
  5. Approve valid requests or return incomplete requests for correction.
Screenshot: Vendor Signups list view