Match a Supplier
When new suppliers are requested, the Supplier Manager evaluates the request to ensure it is valid. If an unapproved supplier request is determined to be a duplicate of an existing approved supplier, the Supplier Manager can match the two suppliers.
To match an unapproved supplier to an existing approved supplier:
On the Supplier Manager page, click Manage Suppliers.
Click View, and then click All Suppliers so that both approved and unapproved suppliers appear in the list.
To match the suppliers:
New unapproved supplier: Drag the unapproved supplier row to the "user-requested" (left side) box at the bottom of the Manage Suppliers page. (You can also select the supplier request and click Add to Supplier Match from the Actions menu. The supplier request is directed to the correct box.)
Existing, approved supplierr:Drag the approved supplier row to the "approved supplier" (right side) box at the bottom of the Manage Suppliers page. (You can also select the supplier request and click Add to Supplier Match from the Actions menu. The supplier request is directed to the correct box.)
Optional: If the match is incorrect, click Clear Supplier Match and try again.
Click Match Suppliers.
Matching the unapproved supplier request to the existing, approved supplier updates the system so all invoices that previously referenced the unapproved supplier are updated to reference the existing, approved supplier and the unapproved duplicate supplier request is deleted.
