Vendor Portal

The Vendor Inquiry Option allows your vendor users to access their invoices within DataServ. Vendors can log in to view their invoices in the system, their status, and their payment status. 

User

Vendor users will be set up in User Management following the same process as your  DataServ users.

Create User & Clone User

Vendor Portal Security Groups

To grant users access, they will need to be assigned to the Vendor Portal security groups.

Vendor Security Matrix

Users will need to be added to the matrix, including which vendor they are associated with

For more information Vendor Security Matrix

User's Dashboard

Users will automatically have the following Published Searches on the Dashboard.

Invoice in Process

This search will include vendor's invoices in process in various statuses.

Invoices Rejected

This search will contain invoices that have been marked as duplicate/void and will not be processed.

Invoices Paid

This search will contain invoices with paid status.

Note: Vendor Portal users can only view invoices under their vendor. They can only view the invoices and take no action on them. 

Ability to Add Vendor Portal Notes

If an approver selects the blue workflow action of 'Return to AP' or 'Reject' they now have the option to enter in Vendor Portal Notes.

Return to AP Workflow Button

Reject Workflow Button

These notes are viewable by the Vendor Portal users and provide valuable information regarding any issues with the invoice.