ONBOARDING: Review, Approve & Manage Supplier Onboarding Requests
B2B and Corporate Onboarding Status
Your MTO requests can be viewed and managed from My Office > Onboarding.
- The "Approval Stage" will reference where the request is within the process.
| Approval Stage: | Description |
| Awaiting Supplier Invitation Acceptance | The MO request has been sent to the Company, who has to yet to respond to the email |
| Awaiting Supplier Registration | The company has accepted the request, and is in the process of completing the registration. |
| Awaiting Contract Approval | The company has not yet accepted your contract documents as part of the registration. |
| Awaiting Compliance Checks | The company has submitted their profile, which is currently undergoing automated compliance checks. |
| Pending approval | The record has been escalated for onboarding approval (various levels may apply) |
| Awaiting Vendor Number | The MTO request has been authorised, and is in the process of being sent to your ERP system. |
| Completed | The MTO request is completed, and the company is now available in your ERP system for transacting. You will now notice your ERP number displayed in the Find Companies profile for this company. |
- From the "Available Actions" menu, you are able to perform a number of functions, such as viewing the supplier profile, viewing the contract agreements, viewing compliance status, approve or decline the request, cancel the request, or resend the MTO invitation to the company.
- Subject to your workflow rules, the request will progress through the relevant users for approval, and may be approved or rejected at any stage.
- Approvers may add comments to their action, for your information.
- Once approved, the record will integrate with your ERP system, where applicable, and return your ERP/Vendor number to the Company's profile, where it can be viewed in the Directory via Find Companies