Converting an Approved Supplier Request

The administrator has granted the Convert to Supplier action permission on the SupplierRequest object.
The supplier request is in Approved status.

Once a supplier request has been approved, supplier managers can convert it into a supplier record. When converted, the system automatically generates identifiers (Supplier Code and Supplier Id) and transfers relevant details from the request to the new supplier record. In the My Requests/All Requests tab, the Supplier Code appears as a clickable hyperlink in the Supplier Reference field, enabling direct navigation to the corresponding supplier record.

The contact entered in the request is created as the Primary Contact under the Contacts tab.
The location details entered are treated as the headquarters location under the Locations tab.
The DUNS number, if provided, appears under the Identifications tab. Default values for statuses are also applied upon conversion.

The default values for statuses are applied upon conversion.

Once a supplier request is converted, the system automatically gives the requester, submitter, creator, or owner view-only access to that specific supplier record and its related details (Locations, Contacts, Identifications, Documents). They cannot see any other supplier records they did not initiate.

If the user’s profile already grants access to other supplier-related objects such as Business Classifications, then they can view those records as well. If not, trying to open them displays an error. Their existing higher permissions, if any, continues to apply.

The email notification sent upon conversion to the requester now includes a direct link to the newly created supplier record.

Open an approved supplier request or from the link in the email notification to display the Summary tab.
Click Convert to Supplier.

Warning: If the Enable Duplicate Check setting is enabled in Supplier Management Settings, the system automatically checks for potential duplicate supplier records. If potential matches are found, a warning dialog appears, listing existing suppliers that may be duplicates. For example, if an existing supplier with DUNS number 123456789 and Supplier Name: Horizon Suppliers already exists, and a new entry is submitted with the same DUNS number 123456789, the system displays a warning and lists the potential duplicate supplier records. If no duplicates are detected, the Convert to Supplier action proceeds normally.
Click Yes.

A new supplier record is created with inherited details from the approved supplier request, including the primary contact, headquarters location, and identification details.
The system automatically generates the Supplier Code and Supplier ID and displays the new record in the Suppliers list page.
In the My Requests/All Requests tab, the request status is updated to Converted to Supplier and the Supplier Code appears as a clickable hyperlink in the Supplier Reference field, providing direct access to the supplier record.
Default values are applied: Supplier Status = Draft, Relationship Status = Prospective, and Source = Internal Request.
An email notification is sent to the requester confirming that the approved supplier request has been converted to a supplier.

You can click the supplier link in the email notification to view the supplier record in Suppliers page. The supplier manager can review inherited details in the supplier record and override them if needed.

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Converting an Approved Supplier Request

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