Terminology and Concepts
Terminology
The Supplier Manager tool provides the ability to manage supplier data within Concur Invoice. Supplier Managers can process new supplier requests that originate from users, create new suppliers and view details and attached images associated with existing, approved suppliers.
Supplier Master List - Official list of suppliers the client uses when sending disbursements to suppliers. The client's financial system is the system of record for this list.
Approved Supplier List - A list within Concur Invoice containing supplier-related information from the client's Supplier Master List. This list is sent to SAP Concur via the Approved Supplier Import. TIP: To view this list, click View > Approved Suppliers in Supplier Manager.
Approved Supplier - A supplier included in the Approved Supplier list in Concur Invoice.
Unapproved Supplier - A newly-created supplier that has not yet been processed by a Supplier Manager.
Concepts - Processing User-Requested Suppliers
User-requested suppliers typically fall into one of three categories. These categories, and the recommended action for processing the unapproved requests, are noted below:
Valid New Supplier - The request represents a unique new supplier that should be added to the Supplier Master List. By not taking any action, the Supplier Manager allows the supplier to be sent to the client via the Employee Requested Supplier Extract, at which point the new supplier is then manually added to the client's Supplier Master List. The new supplier is then automatically added to the Approved Supplier list via the Approver Supplier Import.
Duplicate - The new supplier request is similar to, but duplicates, a supplier that already exists in the Approved Supplier list. The action of matching the unapproved supplier request to the existing approved supplier replaces all usage of the unapproved supplier with the approved supplier. It also removes the unapproved supplier from the User Requested Suppliers list.
Invalid - The new supplier request is incorrect or incomplete, perhaps because a substantiating image was not attached or there is not enough information for the Supplier Manager to process the invoice. In this case, the invoice is declined, which returns the supplier request and any associated invoices to the user who created them for correction or selection of a more appropriate supplier. The Supplier Manager is required to add a clarifying comment to the invoice, which the employee will see when viewing the returned invoice(s).
