Approve Vendors

If your district is using vendor approval, once all requirements have been marked as fulfilled, the vendor is eligible to be approved, rejected, or left in the pending state.

Vendors can also be approved after first being rejected.

Approve a pending vendor

1. Select Vendors, then Vendors from the Purchasing & AP menu. The Vendors window opens.

2. Select Awaiting Approval from the Filter pull-down list.

3. Click the  icon for the vendor you want to approve, and the Edit Vendor window opens.

4. Click on the Approval tab, and it's displayed. In the example, all requirements display the icon indicating the requirement has been fulfilled.

5. Click  Edit Approval Information, and this window opens.

6. Select Approve vendor from the Approval pull-down list, and click Save. You're returned to the Approval tab with the approved status displayed. Example

Approve a rejected vendor

1. Select Vendors, then Vendors from the Purchasing & AP menu. The Vendors window opens.

2. Select either Rejected Records (any) or Rejected Records (mine) from the Filter pull-down list.

3. Click the  icon for the vendor whose rejection reason you want to change, and the Edit Vendor window opens.

4. Click on the Approval tab, and it's displayed. Example

5. Click  Edit Approval Information, and this window opens.

6. Select Approve vendor from the Approval pull-down list, and click Save. You're returned to the Approval tab with the approved status displayed. Example

Return to Vendor Requirements — District Using Vendor Approval

Return to Using Vendor Approval

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