Where: Suppliers (the Supplier register).
Who: supplier.view. Some filters need the matching feature.
Search and filter
- Choose any filters, then select Apply filters. Clear filters resets them.
| Filter | Example |
|---|
| Search code, Partner code or name | northstar |
| Status | ACTIVE |
| Supplier type | DISTRIBUTOR |
| Supplier tier | PREFERRED |
| Preferred, Approved flag, Critical | Yes / No / Any |
| Has active hold, Hold type | Yes, PURCHASING |
| Compliance status, Approved for purchasing | APPROVED, Yes |
| Certification type, Certification expiring before | ISO_9001, 2027-01-31 |
| Overall risk, Single source | HIGH, Yes |
| Minimum overall rating (0-5) | 3.5 |
| External reference, Reference source system | V-88213, SAGE |
| Tax country, VAT registration | GB, GB123456789 |
| Sort by, Sort direction | Supplier code, Ascending |
| Column | Example |
|---|
| Supplier | SUP-0017 |
| Party | Northstar Wholesale Ltd |
| Partner | P-NORTHSTAR |
| Status | ACTIVE |
| Type | DISTRIBUTOR |
| Tier | PREFERRED |
| Flags | Preferred · Approved · Critical |
Useful searches
| Question | Filters |
|---|
| Which certifications run out this quarter? | Certification expiring before = end of quarter |
| Who is blocked from purchasing? | Has active hold = Yes, Hold type = PURCHASING |
| Which high-risk suppliers are we dependent on? | Overall risk = HIGH, Single source = Yes |
| Who still needs compliance approval? | Status = PENDING_APPROVAL, Approved for purchasing = No |
Find by external reference
Under Find by external reference, enter Source system, Reference type and Reference value,
then Find supplier. It finds the supplier with exactly that active reference, for example the vendor
ID V-88213 in your old accounting system.
Next: Status and purchase readiness.