Vendor Management | Procure to Pay
Qualification
Category approvals with expiry dates that are enforced.
What it does
Inside Qualification.
Nobody orders from a vendor whose approval quietly expired.
01
Category and entity level qualification with criteria
02
Certificate, insurance and accreditation tracking with expiry
03
Re-qualification cycles with owner and due date
04
Automatic block on new orders when qualification lapses
Where it sits
Part of Vendor Management.
Vendor Master One governed record per vendor, per entity relationship. Onboarding A vendor is transactable only once the evidence is in. Performance Delivery, quality and price measured from your own transactions. Risk Concentration, dependency and exposure made visible. Vendor Portal Vendors maintain their own details and see their own status. Vendor Statements Their balance against ours, with the difference worked out for you. Holds and Bank Changes A vendor stopped, the reason recorded, and one named role able to release it. TIN Matching Vendor name and taxpayer number checked against IRS records at onboarding, so a mismatch is found before payments start rather than in a notice after filing. W-9 Collection W-9s collected through the vendor portal at onboarding, held against the vendor record, and required before the first payment rather than chased in January.
Run Qualification against your books.
A working session on your structure and a month of your documents.