Help and troubleshooting

Access

What you see	Likely cause	What to do
Suppliers unavailable	Supplier or Partner is off, or you lack supplier.view	Administrator: switch them on and give the permission.
Can't open Create supplier	You lack supplier.create, party.view or partner.view	Ask for them.
A tab or section is missing	Its feature is off, or you lack its view permission	See Access.
A readiness check says "Not visible to you"	You can't see that section	The check still applies; ask someone who can see it.
No status change control	You lack supplier.manage	Ask an approver.
Changes don't show after your role changed	Permissions are read at sign-in	Sign out and in.

Messages

Message	Meaning	What to do
Supplier code already exists	Codes are unique	Use another code.
Supplier already exists for Partner	One supplier per Partner	Open the existing supplier.
Partner does not support supplier capability	Customer-only or inactive Partner	Upgrade to Customer and supplier, or fix the Partner.
Invalid supplier status transition: DRAFT -> ACTIVE	Not an allowed move	Go through PENDING_APPROVAL. See the status diagram.
Terminal supplier cannot be updated	CLOSED or REJECTED	Create a new supplier account if trading resumes.
Supplier has child suppliers	Closing a parent	Move or close the children first.
An active Supplier hold of this type already exists	One per type	Use the existing hold.
Supplier hold is already released	Released twice	Nothing to do.
Inactive bank account cannot be primary	Making a deactivated account primary	Add a new account.
Mask the account number with * …	Too many digits showing	Show at most four digits.
A … date is required when …	A tick needs its date (due diligence, sanctions, insurance, credit check, verified)	Enter the date.
Approved by is required when approved for purchasing	Approval needs a name and date	Enter both.

Why can't we order from this supplier?

Open the supplier's Overview → Purchase readiness → Refresh readiness. Fix each failed check:

Failed check	Fix
Supplier status is Active	Move through PENDING_APPROVAL to ACTIVE
Within the active period	Correct Active from / Active until
Approved supplier flag is set	Tick it in Edit classification and validity
No purchasing or all-activity hold	Release the hold
Compliance approved for purchasing	Complete the compliance profile
Primary ordering address / contact	Assign them with purpose ORDERING, primary
Order currency and value limits	Order in the purchase currency, within the minimum and maximum

Frequently asked questions

Is "Approved supplier" the same as ACTIVE? No. Purchasing needs the flag and ACTIVE status.

Is a PURCHASING hold the same as status ON_HOLD? No. Holds are typed and separate; either stops purchase orders.

Can a customer also be a supplier? Yes. Upgrade its Partner to Customer and supplier; it gets a separate supplier account.

Why can't I edit bank details? To protect against overwriting the stored number. Add a new account, verify it, make it primary, deactivate the old one.

Are ratings calculated from our orders? Not yet. Ratings, scores and risk levels are entered by hand.

Can I delete a supplier? No. Close or reject it; history stays.

Quick reference

I want to…	Go to
Add a new supplier	Create a supplier
Approve a supplier	Status
Find out why an order is blocked	Purchase readiness
Record payment terms	Payment terms
Stop orders to a supplier	Holds
Record a certificate	Certifications
Change bank details safely	Bank accounts