Vendor Approval

Vendor Approval is the workflow to review, approve, or reject a new vendor addition or an update to an existing vendor record. When you open the workflow, you will see a screen that lists all your companies and the number of existing vendors eligible for review.

*Users can only see vendors that have been assigned to them.

1. In Dynamics GP, submit a vendor for approval per your standard process.
   • Ensure it is assigned to an approver set up with Mobile Workflows.
2. Log into PowerApps. Select Mekorma Mobile Workflows.
3. On the home screen of your app, click Vendor Approval.
4. A list of the companies displays, with the number of pending vendors in parentheses.
5. To view a vendor, click the company you want to review.
6. Each assigned vendor displays.
   • Click the Comment checkbox to review any comments added by the requestor to a vendor approval.
   • Click the Detail checkbox to review a vendor more in depth.
   • Click the paper clip icon to view any attachments to a vendor.
7. Mobile Workflows allows you to batch multiple vendors at the same time for approval or rejection. To select all vendors for a specific business, use the checkbox next to the business name.
8. Example: when you are ready to approve, mark the checkbox to the left of each vendor you want to approve, then click the Approve button.
   

9. After clicking the appropriate approve/reject button, a dialogue box appears that allows the approver to add comments. This matches Dynamics GP functionality.
10. Once a vendor has been approved or rejected, the results are reflected in Dynamics GP and the requestor can view any feedback left by the approver.

Watch this video for a quick overview of approving or rejecting payments in Mekorma Power Approvals.