Supplier Requests
A Supplier Request is the formal process used to initiate the onboarding of a new supplier. It ensures that all required reviews, approvals, and compliance checks are completed by the relevant reviewers before the supplier is added to the organization's supplier master database. Authorized business users can raise a supplier request when engaging a new supplier for procurement, contracting, or invoicing, when expanding an existing supplier to new regions or business units, or when regulatory documents such as certifications and tax registrations require renewal.
Business users with the right permissions can create and withdraw requests they own. Once submitted, the system routes the request through the configured approval workflow. Approvers can review and approve or reject requests, based on the approval process. Only approvers who have been granted the required permissions can convert approved requests into supplier records; not all approvers have access to this action.
For more information, see Roles and Permission Groups.
The supplier request process plays a critical role in supplier compliance, due diligence, and risk management. By standardizing evaluation, automating approvals, and ensuring traceability, it enables organizations to maintain control, efficiency, and audit readiness.
In summary, a supplier request is the entry point for supplier onboarding and updates, ensuring that only approved suppliers become active in the system.
Managing Supplier Requests
- The administrator has enabled the EUF-4010-customer-centric-ui feature flag for accessing Suppliers in the OneShell UI.
- The administrator has given user permission on the SupplierRequest object.
In the OneShell UI, the left pane under Contracts displays the following tabs related to Supplier Requests. You can adjust column visibility, apply filters, save filtered views, and sort records on these tabs. For more information, refer to Custom Views and Personalization.
Navigate to the Suppliers tab to view incoming requests. This tab provides supplier managers and approvers with a dedicated view of all newly submitted or pending supplier requests that require review and action. From this tab, you can:
- View a list of supplier requests that are currently pending approval specifically for you. Requests awaiting action from other approvers are not displayed in this tab. Each request is listed with Request Name, Supplier Name, Request Number, Supplier Type, Approver, Required By Date, and Created Date.
- Click the Request Name or Request Number to open the detailed view of a specific request.
Navigate to the Suppliers tab to view my requests list view. This tab displays all supplier requests that you have raised as a requester or that you currently own. This view helps you track the progress of your submissions and manage requests assigned to you. From this tab, you can:
- View a list of supplier requests created or owned by you, displayed with key details such as Supplier Request Name, Supplier Name, Request Number, Supplier Type, and Status.
- Open a specific request by clicking on the Request Name.
- Create a new supplier request.
- Edit and resubmit any previously rejected request. Upon editing, the request automatically moves back into Draft status.
- Withdraw and cancel a supplier request.
Navigate to the Suppliers tab to view all requests. This tab provides a consolidated view of every supplier request that you are associated with. This includes requests that you have created as a requester, those currently owned by you, requests you have approved or rejected in the past, as well as requests that you can access through global scope or sharing rules. From this tab, you can:
- View all your past and current supplier requests along with key details such as Supplier Request Name, Supplier Name, Request Number, Supplier Type, and Status.
- Reopen and edit any previously rejected request. Once edited, the request automatically moves back into Draft status for resubmission.
- Withdraw and cancel a supplier request.
- All Approved – Shows all requests that have been approved.
- All Pending Approval – Shows all requests currently awaiting approval.
- All Converted to Supplier – Shows requests that have been converted into a supplier record.
- All Rejected – Shows requests that were rejected.
- All Canceled – Shows requests that were canceled.
- Non-Canceled Requests – Shows all requests except those in Canceled status.
These views help you narrow down and review requests without manually applying filters.
