Supply Chain › Suppliers
Supplier Documents
What each supplier has on file and when it runs out. An expired certificate is a compliance failure waiting to happen.
Where to find it
- Module: Supply Chain
- Group: Sourcing
- Section: Suppliers
- Screen: Supplier Documents
Address in the console: /scm/supplier-documents
List · 10 columns · 9 fields on its form · 1 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Supplier | Text | supplier_name |
| Application | Code | onboarding_no |
| Document | Status | document_type |
| Name | Text | document_name |
| Reference | Code | reference |
| Issued | Date | issued_on |
| Expires | Date | expires_on |
| Validity | Status | validity |
| Verified | Yes or no | is_verified |
| Verified by | Text | verified_by_name |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Supplier | Choice | Looked up from existing records | |
| Application | Choice | Looked up from existing records | |
| Document type required | Choice | Configuration list | |
| Name | Text | ||
| Reference | Text | ||
| Issued | Date | ||
| Expires | Date | ||
| Verified | Yes or no | ||
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.