Vendor Admin on My Docs

Cases

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

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.

Case Callover

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

Case Callover provides a review list for vendor cases that need follow-up, approval, closure, or escalation.

Concepts

Field	Meaning
Case No	The vendor case identifier.
Vendor	The vendor linked to the case.
Subject	A short description of the case.
Status	The current workflow state.
Owner	The staff member or team responsible for action.

How To Review Case Callover

Open VRM -> Vendor Admin -> Case Callover.
Filter by status, owner, or date.
Open cases that require action.
Record the required decision, follow-up, or closure.

Screenshot: Vendor Case Callover list view

Doc Required Groups

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

Document Required Groups collect related document requirements so onboarding and compliance teams can apply a consistent set of requirements to vendors.

Doc Required Items

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

Document Required Items are the individual documents or evidence records expected from a vendor during onboarding or compliance review.

Concepts

Field	Meaning
Requirement Group	The group the item belongs to.
Document Type	The document or evidence required.
Mandatory	Whether the document must be supplied.
Validity Rule	Any expiry or date rule applied to the document.

How To Review Document Required Items

Open VRM -> Vendor Admin -> Doc Required Items.
Filter by requirement group.
Review the document types and mandatory flags.
Update the requirement group if the underlying item setup needs to change.

Screenshot: Document Required Items list view