Hi @Azeez567 ,
There are 2 ways to create vendors manually.
Option 1: Create vendor by manually filling up vendor form.
Role Required - Invoice Configuration Administrator (Restricted/Unrestricted) and
Role Required - Invoice Vendor Manager
1. Home >> under Administration section click Invoice >> Invoice Settings >> Enable setting "Enable Create and approval for Invoice Vendor" >> Save.
2. Home >> under Application section click Invoice >> click on Vendor Manager >> Under Manage Vendors click on "Open Vendor >> Request New Vendor" >> Fill in all the required fields and click on Submit for approval >> Open same vendor, scroll down and click on Save and approve.
Note - if you are not sure what value to put under "Vendor Address Code" field then you can put same value as "Vendor Code". Ensure this value must be unique.
This is how you can manually create and approve vendors.
Option 2: Create vendor by using import template and manual upload
Role Required - Invoice Vendor Manager
1. Home >> under Application section click Invoice >> click on Vendor Manager >> Import Vendors >> Download Template >> Fill up vendor details in downloaded template and Save
2. Browse the template and upload >> your approved vendors will get imported into Concur.
Note -
Ensure that all details are entered in the correct format (code/text). For example, fields that require code values must be filled with their respective unique codes — such as currency codes (“USD”, “INR”, “EUR”), vendor codes, or vendor address codes.
Fields that require text values must be filled in with the appropriate descriptive text.
If this answers your query, then please mark solution as accepted.
Hi @Azeez567 ,
There are 2 ways to create vendors manually.
Option 1: Create vendor by manually filling up vendor form.
Role Required - Invoice Configuration Administrator (Restricted/Unrestricted) and
Role Required - Invoice Vendor Manager
1. Home >> under Administration section click Invoice >> Invoice Settings >> Enable setting "Enable Create and approval for Invoice Vendor" >> Save.
2. Home >> under Application section click Invoice >> click on Vendor Manager >> Under Manage Vendors click on "Open Vendor >> Request New Vendor" >> Fill in all the required fields and click on Submit for approval >> Open same vendor, scroll down and click on Save and approve.
Note - if you are not sure what value to put under "Vendor Address Code" field then you can put same value as "Vendor Code". Ensure this value must be unique.
This is how you can manually create and approve vendors.
Option 2: Create vendor by using import template and manual upload
Role Required - Invoice Vendor Manager
1. Home >> under Application section click Invoice >> click on Vendor Manager >> Import Vendors >> Download Template >> Fill up vendor details in downloaded template and Save
2. Browse the template and upload >> your approved vendors will get imported into Concur.
Note -
Ensure that all details are entered in the correct format (code/text). For example, fields that require code values must be filled with their respective unique codes — such as currency codes (“USD”, “INR”, “EUR”), vendor codes, or vendor address codes.
Fields that require text values must be filled in with the appropriate descriptive text.
If this answers your query, then please mark solution as accepted.
