Due to staffing issues, I would like to all processors to setup a vendor, but would like to be able to approve it before it is active. Does anyone know if this is possible?
Hi, I don't know of any workflow on vendor set up which would route the new vendors to you, but you can definitely keep it inactive. I am not a Lawson expert, but in most ERP systems you can grant access to allow the user to add/edit a vendor, and it would remain inactive until someone who has the security access to activate a vendor reviews it. Your security admin can confirm that. Sorry, I am not certain.
There is also this screen on the vendor which has different types of approval if that is helpful.
Hello. We do not use or are aware of a system-driven way to "approve" a vendor setup but we do have a set policy in place of how vendors are set up and who can request (or approve) of a vendor setup. We have a designated group of individuals within our Finance team (outside of AP due to segregation of duties) which perform vendor maintenance. This would be adding, changing, or inactivating a vendor. The ability to perform these functions are systematically controlled via security setup. They are the only ones who can make any changes to an AP10. Hope that helps.
you also have the ability to run the ap135 to audit any changes that are made in ap10
If you have Design Studio, you could create a custom version of AP10 that triggers an IPA flow for vendor approval rather than do an immediate update.
Hi Teri. Did you ever get this set up? We are in the same boat. 3 AP Associates, all of whom need to set up vendors. The Controller would like the Manager and Lead to approve all add/change functions, however I have not found a solution. I'm wondering if you solved this problem and can provide some feedback. Thanks! - Crystal
Remember that from a segregation of duties or fraud avoidance perspective, all changes (not just additions) should be monitored so you may want to consider use of the AP135 or a custom report/file that includes the data from the audit table.
