Convert Request to Prospect or Supplier

Explanation

This activity is used to convert a reviewed request to either a prospect or a supplier. The review process for the supplier request is used to make sure that suppliers are created in a systematic way and to avoid that duplicates or unwanted suppliers are added to the system.

When creating a prospect or supplier based on a supplier request, the information registered for the request will be used on the created prospect/supplier. You can complement the information registered on the request with information from a template supplier. If a template supplier is used, you can select what information to copy from the template to the new prospect/supplier.

Note that it is not possible to enter invoice or payment information for a prospect, so you cannot copy that information from the template if you are converting the request to a prospect.

Prerequisites

• A supplier request header must have been added and be in status New or Under Review.
• If you want to use a template, a supplier must be defined as a template supplier.

System Effects

As a result of this activity:

•  A new prospect or supplier is created using the information from the supplier request as well as the selected information from a template supplier. Note that the information from the supplier request overrides the information from the template and that addresses are not copied from the template.
• The status of the supplier request is set to Converted
• The reference to the new prospect/supplier is added to the supplier request.

Pages

Supplier Request
Supplier Requests

Activity Diagrams

Manage Supplier Request