Give your suppliers a login to your matching results

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can say what a supplier sees and can change through the AP Automation Supplier Access applet and what must be working on your side before anyone signs in, build a Consolidated Arap group that claims exactly one supplier’s e-invoices and check it before inviting anyone, link that supplier’s people and give them the applet, narrow the chance of one side’s Save overwriting the other’s, run a weekly review of the unmatched rows, and take a supplier’s access back in both places it is given.

Before this series: Match a supplier’s invoice to your delivery orders and goods receipts

Presentations

1. What a supplier login shows, and what must be true first — about 9 minutes, narrated
2. Build the group that decides what a login sees — about 10 minutes, narrated
3. Link the login, work the exceptions, and take access back — about 10 minutes, narrated

Modules this series draws on

• Purchasing Module
• E-Invoice & PEPPOL Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• Tenant Admin Applet
• Supplier
• AP Automation Applet
• AP Automation Supplier Access Applet

All presentations · Presentations for the whole-system operator