Vendor master records

Vendor information is stored in individual vendor master records. A vendor master record contains, among other things, the name and address of the vendor. For the accounting department vendors are seen as creditors. Therefore, the vendor master record also contains banking details.

The data of vendor master records cannot be changed in the portal. This has to be done in the corresponding SAP system. However, supplier users can be allowed to initiate changes to vendor master data records in the portal. These changes are then either handled by a portal-side workflow or by a change request that is sent to Process Director.

• If a portal-side workflow has been configured, the workflow is sent to a buyer admin user who then has to approve the change in the portal and has to make the necessary changes in the SAP system.

• If a change request is sent to Process Director, the accounting department has to update the data in the SAP system.

In both cases, the next synchronization run picks up the changed vendor master data from the SAP system and synchronizes the data in the portal accordingly. During this synchronization, the default vendor authorizations are applied accordingly. For more information, see Set default vendor authorizations.

For details about the configuration on portal side, see Change vendor master data.

Each vendor master record also has a status assigned - active or inactive. A record can be set to inactive, for example, if an error occurred during synchronizing the vendor master data between the SAP system and the portal. For more information, see Manage vendor master records.