Use > Plan > Vendor Management > Vendor workflow
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Vendor workflow

This section describes the metaphases and subordinate phases in the life cycle of a vendor (company).

The workflow relies on business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase. For more information about the out-of-the-box business rules defined for the Vendor workflow, see Vendor (Company) process - Business rules.

Metaphase: Active

Phase Transition

Description

Active Manual

Vendor is active; maintain close relationship with vendor

Next phase: Caution or Inactive

Metaphase: Caution

Phase Transition

Description

Caution Manual

Vendor is active, but must be closely supervised.

A cautionary note must be added.

Next phase: Active or Inactive

Metaphase: Inactive

Phase Transition

Description

Inactive Manual

Vendor is inactive

Next phase: Active

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