Hi All,
our client want to use below method for creation of vendor master , pls help me , how can i do this ? pls help
- A new transaction will be created in the system for generating the vendor master creation request. This will have a unique reference number.
- The following will be the documents to be attached by the user while submitting the request:
- Address Proof Scanned Copy – Drop Down will be as follows:
- Passport copy
- ST Registration Certificate
- VAT/ CST Certificate
- Voter ID
- Aadhaar Card
- Invoice copy
- Electricity / Telephone Bill copy
- Passbook copy
- Bank Statement
- Any Other ( A Text Field will be available for the document name in this case)
- Soft Copy of Vendor Master Form
- Scanned Signed Copy of Vendor Master Form
- PAN Card Scanned Copy
- Service Tax Registration Certificate Scanned Copy
- Cancelled cheque Scanned Copy
- VAT registration certificate Scanned Copy
- CST registration certificate Scanned Copy
- Excise Registration Certificate
- Certificate of Incorporation Scanned Copy
- Name of the Verifier (Drop Down Values to be provided)
- Once the request is submitted, user and the verifier will get intimation with the unique reference number. All the documents attached above will be stored in a common folder.
- The verifier will login into SAP and trigger a transaction which will display requests pending for verification. The verifier will be able to click on the request and see all the documents attached with the request.
- In case of any issue with the request, verifier would be able to reject the request with remarks which will trigger a notification to the requestor. Requestor will be able to edit the request and re-submit the same for verification.
- In case the request is approved by the verifier the same would be triggered to the designated person (creator) for vendor master creation with the notification to user. The verifier will also fill-up the top sheet before submitting the request for creation.
- The creator will be able to see all the documents attached with the request and the top-sheet. System would also allow rejection of request with remarks in case of any issue which will trigger notification to the user and the verifier.
- In case of rejection the same process flow will be the same as earlier i.e. User to verifier and verifier to creator.
- In case the request is approved the same will trigger the vendor master creation in system.
- Once the vendor master is created the vendor number will be stored against the unique reference number and notification will be triggered to the user and the designated person/s for confirmation.
- In case there are issues during confirmation, the same will be triggered to the creator for corrections and post correction the request will move again for confirmation.
- Once the vendor master is confirmed a notification will be triggered to all the people involved in the process.
- The same process would be followed in case of any changes to the vendor master are required. In that case user will have an option to select the existing vendor and trigger a request for vendor master changes with required documents (Details to be changed).
- Reports will be available to track the requests, status of supporting documents and also the audit trail of any changes made to the supporting documents.