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Conga Support

Viewing Supplier Registrations

The Supplier Registration Browse screen contains a list of the supplier registrations that you have the authority to review, and then accept/decline. The supplier registrations that display in your browse screen can be filtered by status and you can search for a specific registration by supplier name or other identifier.

A

Navigation Toolbar

Click on My Place to display the menu, and then click on Supplier Registrations to display your Supplier Registration Browse screen.

Note: If the Supplier Registrations link is not in your My Place menu, you do not have the permission for this feature.

B

Status multi-select list

If you want to change the default status (All Registrations) for the supplier registrations that are displayed, select one or more options in the list. The options are Pending, Submitted, Accepted, and Declined.

C

Supplier Registration records

  • View the existing supplier registrations. The registrations that are awaiting approval have a status of Submitted; those with a status of Pending have not yet been submitted for approval by the supplier.
  • Click on a supplier registration record to display the Supplier Registration Profile with additional information for this supplier. From this screen, you can accept (or decline) the registration.

D

Supplier Registration Report button

Click to run a report on your supplier registrations.

E

Search option

If you want to quickly locate a specific supplier registration, type the first few letters of the supplier name or other identifier in the Search field, and click the icon. To clear the filter, click on the icon.

Note: If you do not know the entire name for a supplier, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, to locate a supplier registration for a company you know has the word "Paper" in its name, enter *Paper* in the Search field.

Important: Use the Search Filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

F

Supplier Registration records display

  • If you want to change the fields that are displayed, click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.
  • If you want the records sorted by the data in a particular column, click on the arrow icon to the right of the column to display the Sort/Column menu, and then select Sort Ascending (A-Z or 0-9) or Sort Descending (Z-A or 9-0). You can also click on a column heading to toggle the sort order of the data in the column.
  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

Supplier Registration Profile

G

Supplier Information fields

View the information provided by the supplier.

H

Document records

View the documents provided by the supplier. To download a copy of a document, click on its icon. To view a history of the revisions made to a document, click on its icon.

I

History tab

Click if you want to view a history of all the revisions made during the supplier registration process.

J

Accept and Decline buttons

Use to accept or decline the supplier registration.

Note: These buttons are present only if the supplier registration has a status of Submitted. If the status is Pending, there will only be a Back to Browse button, and if the status is Accepted, there will be a Go To Supplier button that will take you to the supplier's Company Profile.