Vendor certifications

You can use vendor certifications to configure certification types, and then add certifications to a vendor with date, expiry date, and attachments. This functionality is useful for tracking various documents per vendor, such as WSIB, various insurance types, and other documents that are required for vendor compliance.

View certifications from role centers

You can view expired or soon-to-be expired vendor certifications on the Accounts Payable Coordinator role center or the Purchasing Agent role center, under Activities, in the Vendor Certifications group, in the Expired, Expiring Within a Week, and Expiring Within a Month cues.

To view more details, choose the respective cue.

To view vendor certifications from the Vendors page

1. Choose , enter vendors, and then choose the related link.

   The Vendors page opens.

2. Select the vendor for which you want to view certifications, and then on the action bar, choose Related > Vendor > Certifications.

   The Vendor Certifications page opens.

To view vendor certifications that are associated with a contract

1. Choose , enter contracts, and then choose the related link.

   The Contracts page opens.

2. Select the contract for which you want to view the vendor certifications that are associated with this contract, and then on the action bar, choose Manage > View.

   The Contract Card page opens.

3. On the action bar, choose Related > Certifications > Vendor Certifications.

   The Vendor Certifications page opens.

Configure the vendor certification number series

Before you can create vendor certifications, you must configure the number series that you want to use. For more information about number series, see Create number series.

To configure the vendor certification number series

1. Choose , enter purchases & payables setup, and then choose the related link.

   The Purchases & Payables Setup page opens.

2. On the Number Series FastTab, in Certification Nos., specify the code for the number series that is to be used to assign numbers to vendor certifications when they are created.

To create a vendor certification

1. Choose , enter vendor certifications, and then choose the related link.

   The Vendor Certifications page opens.

2. On the action bar, choose New.

   The Vendor Certification Card page opens.

3. Specify values as required.

To edit an existing vendor certification

1. Choose , enter vendor certifications, and then choose the related link.

   The Vendor Certifications page opens.

2. Select the vendor certification that you want to edit, and then on the action bar, choose Manage > Edit.

   The Vendor Certification Card page opens.

3. Update values as required.

Vendor certification types

You can add, edit, or delete vendor certification types on the Vendor Certification Type page.

To add a vendor certification type

1. Choose , enter vendor certification type, and then choose the related link.

   The Vendor Certification Type page opens.

2. On the action bar, choose New.

   A new row appears.

3. Specify values as required.

To edit a vendor certification type

1. Choose , enter vendor certification type, and then choose the related link.

   The Vendor Certification Type page opens.

2. On the action bar, choose Edit List.

3. Update values as required.

To delete a vendor certification type

1. Choose , enter vendor certification type, and then choose the related link.

   The Vendor Certification Type page opens.

2. Select the record that you want to delete, and then on the action bar, choose Delete.

   A dialog box appears.

3. To proceed with the deletion, choose Yes.

Add attachments to a vendor certifications

You can add one or more attachments to a vendor certification.

To add an attachment to a vendor certification

1. Choose , enter vendor certifications, and then choose the related link.

   The Vendor Certifications page opens.

2. Select the vendor certification to which you want to add an attachment, and then on the action bar, choose Home > Attachments.

   The Attached Documents page opens.

3. Depending on whether there are existing attachments, perform one of the following steps:

   • If there are no existing attachments, in the Attachment column, choose Select File….

   • If there are existing attachments, to add a line, on the action bar, choose New, and then choose Select File….

   An Attach a document dialog box appears.

4. Choose Choose….

5. Browse to the file that you want to attach, and then choose Open.

Delete inactive vendor certifications

To quickly remove all vendor certifications that have expired, you can use the Delete Inactive Certifications action.

To delete inactive vendor certifications

1. Choose , enter vendor certifications, and then choose the related link.

   The Vendor Certifications page opens.

2. On the action bar, choose Home > Delete Inactive Certifications.

   The Delete Inactive Certifications page opens.

3. Apply the desired filters, and then choose OK.

   A Confirmation dialog box appears.

4. To proceed, choose Yes.

   All inactive certifications that match the filter criteria are removed from the Vendor Certifications page.

To schedule an inactive Vendor Certification deletion

1. Choose , enter vendor certifications, and then choose the related link.

   The Vendor Certifications page opens.

2. On the action bar, choose Home > Delete Inactive Certifications.

   The Delete Inactive Certifications page opens.

3. Apply the desired filters, and then choose Schedule.

   The Schedule a Report - Delete Inactive Certifications page opens.

4. Specify values as required.

5. Choose OK.

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