Review Supplier Bank Details

A Supplier Data Approver within a Buyer organization must approve new or updated Supplier data.

• New Supplier data is held in a staging table, until approved by an authorized Supplier Data Approver. If no Supplier bank details are approved, invoices for payment to that Supplier will be rejected.
• Updated Supplier data is held in a staging table, until approved by an authorized Supplier Data Approver. Previously approved bank details remain active until new Supplier bank details are approved.

1. Choose the Suppliers tab at the top-left corner the page. The Suppliers Information page appears.

   Notes:

   • Suppliers whose bank details require review appear at the top of the page. The bank details are highlighted in red. An Approve button appears in the Action column.
   • A Review button appears in the Action column for Suppliers whose bank details have changed.
   • No action button displays for Suppliers whose bank details are approved.
2. (Optional) Choose the Approve button in the Action column for a new Supplier.

   Or

   Choose the Review button for a Supplier whose bank details changed.

   A Bank Data window appears. The bank details are displayed side by side: Existing bank details show on the left, and Staged (new) bank data shows on the right.

3. Verify the updated bank data with the system of record.
4. Choose Approve in the Bank Data window. The Suppliers Information page displays.

   Note: An audit history is kept for key organization data and approvals.

   Tip: Best practice is to complete all Actions as soon as possible.