Manage Suppliers - Overview
The primary task for the Supplier Manager is to evaluate unapproved supplier requests, approve suppliers and maintain an Approved Supplier list that is free of any duplicate or invalid suppliers. The Supplier Manager works with options within the Supplier Manager area of Concur Invoice to perform the following actions:
Evaluate suppliers with a status of Unapproved: New supplier requests have a status of Unapproved until the supplier manager confirms their validity and approves them. The Supplier Manager evaluates each supplier and takes appropriate action. Supplier requests fall into one of three categories: Valid, invalid or a duplicate of an existing, approved supplier. The help system topics explain how to address each of these scenarios.
Maintain the Approved Supplier List: Supplier details can be viewed and updated, W-9 images can be attached or appended, and the number of invoices attached to the supplier can be evaluated.
Role Required
In order to activate this feature, the administrator must have the Supplier Manager role.
Before You Begin
Before the Invoice Supplier Manager can modify supplier information, the following steps must occur:
Suppliers must be requested within Concur Invoice or imported into Concur Invoice from the client's financial system.
The User administrator must assign the Invoice Supplier Manager role to the employee.
