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Conga Support

Viewing a Supplier Registration's History

You can track the history of a supplier registration as it moves through the creation, submittal, and approval (or declination) process.

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 to view or approve/decline supplier registrations.

B

Supplier Registration records

Locate the supplier registration whose history you want to view, and click on it to display its Supplier Registration Profile screen.

C

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.

D

History tab

Click to view the History screen for the supplier registration.

E

History records

View a history of the progression of the supplier registration. The most recent records are displayed at the top of the list, but you can click on a column heading to change the sort order of the records.

F

Go To Supplier button

If the supplier registration has been accepted, the Go To Supplier button displays. Click the button to be directed to the Company Profile for the supplier.

G

Back to Browse button

Click to return to Supplier Registrations browse screen.