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Question

Can approval processes be created for Opening a new Vendor account or Customer account?

  • 7 September 2023
  • 5 replies
  • 142 views

Looking for ways to use system to facilitate new vendor onboarding process.

5 replies

Dana Moffat
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Userlevel 7
Badge +2

@srigowritk this isn’t currently supported in Acumatica.  However, here is an Idea that you can vote on and add your requirements.   

 

S
Rank

@Dana Moffat - Can you please share steps to achieve this in acumatica i.e. routing through approvals ?

Dana Moffat
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Userlevel 7
Badge +2

@srigowritk, from what i understand, the business requirement is the need to avoid duplicate vendors (the same vendor already exists and someone previously created it) or avoid creating the new vendor at all because you have a different vendor that you already use and there is a process amongst various internal stakeholders to introduce new vendors - possibly, routing through approvals (as you suggest) to these various parties to sign-off before the vendor is created?

S
Rank

Hello Dana,

Thanks for your response. I am looking for ways to minimize New Vendor Record entries.  There could be scenario where an existing vendor could offer the stock/non stock item thus eliminating the need for a new vendor record.

Sharing below solution offered by SAP. 

Looking forward to your response.

Regards,

Gowri.

Dana Moffat
Rank
Userlevel 7
Badge +2

Have you explored using the Status field when setting up a new Vendor or Customer?  You could put the new Customer/Vendor On Hold and then the reviewer/approver could use the Vendor list to look for On Hold vendors to review and remove from hold and make active.

 

 

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