Supplier Documents

Owned by Anthony Pepe
Nov 22, 2023
2 min read

The Supplier Documents menu allows users to upload and store any documents they may want to keep on file against a certain Supplier such as Contracts, Insurance Forms, or Travel Agent Agreements.

Adding a Supplier Document

To add a Supplier Document select the + button at the top of the page

This will open the menu at the bottom of the page to fill out the details of this Supplier Doc and upload the file.

Required Items

  • Supplier ID

    • Use the Supplier ID field to search and add the Supplier this document is for

  • Document Type

    • User this field to assign the type of document that is being saved

    • This drop down list can be amended within the Security → System Settings → System Codes menu using the SUPPLIERDOCTYPE Code:

      •  

  • Service Type

    • This will allow the user to label what Service Type is valid for this Supplier Document

  • Star/End Dates

    • This will allow the user to set Start and End dates to outline when this Supplier Document is valid

Other Fields

  • Request Date

  • Currency

  • Limit Amount

  • Attachment

  • Policy Number

  • Notes

  • Coverage

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