Title here
Summary here
Cases
Concepts & Definitions
Vendor Case Management tracks support or administrative cases raised against specific vendors. A case is created whenever an issue requires tracked resolution — for example, a disputed invoice, a delivery claim, a quality complaint, or an account query. Cases are logged with the vendor, subject, and context, then routed through an approval and closure workflow with notes and documentation attached.
| Term | Definition |
|---|---|
| Case No | A unique identifier for the case |
| Case Type | The classification of the issue — Complaint, Enquiry, Claim, Quality Issue, etc. |
| Initiator | The staff member who logged the case |
| Lodge Date | The date the case was created |
| Subject | A brief title describing the issue |
| Channel | How the issue was raised — phone, email, in-person, portal |
| Context | The related transaction or record the case is about (e.g. a specific invoice or delivery) |
How To
Create a Vendor Case
Navigate to VRM → Vendor Admin → Case Management.
Screenshot: Vendor Cases list view
- Click New.
- Select the Vendor the case is being raised against.
- Select the Case Type and Channel.
- Set the Lodge Date and enter the Subject.
- Add Notes on the Notes sub-tab describing the issue in detail.
- Attach supporting documents (correspondence, invoices, photos) on the Documentation sub-tab.
- Click Save, then Send to initiate the resolution workflow.
Screenshot: Vendor Case detail view — Notes sub-tab
To close a resolved case, click Close and add a resolution note. Use Invalidate to void a case that was created in error.
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