Supplier status and purchase readiness
Where: a supplier → Overview.
The Overview has five panels: Account and identity, Classification and validity, Lifecycle status, Purchase readiness, and the shared Party identity and Partner relationship.
Lifecycle status
| Status | Meaning | Can be ordered from? |
|---|---|---|
| DRAFT | Being set up | No |
| PENDING_APPROVAL | Waiting for procurement approval | No |
| ACTIVE | Approved and trading | Yes, if every readiness check passes |
| ON_HOLD, SUSPENDED, INACTIVE | Stopped for a while | No |
| CLOSED | Finished. Read-only for good | No |
| REJECTED | Not approved. Read-only for good | No |
Change the status
Who: supplier.manage.
- In Lifecycle status, choose the New status (only allowed moves are offered).
- Optionally enter a Reason (up to 500 characters), for example "Compliance approved by Nadia 12 Nov".
- Save. The dates Activation approval date, Suspended date and Closed date in Account and identity are filled in as the supplier moves.
Refused: "Invalid supplier status transition: DRAFT -> ACTIVE" (go through PENDING_APPROVAL); "Supplier has child suppliers" (when closing a parent).
Classification and validity
Who: supplier.update. Select Edit classification and validity to change type, tier, group,
parent, the Preferred, Approved supplier and Critical flags, strategic importance, and
Active from / Active until. "Closed and rejected Suppliers are read-only."
ACTIVE status (with its activation approval date) and the Approved supplier flag are separate. Purchasing needs both.
Purchase readiness
The panel lists each check with a pass or fail, so you can see why a purchase order would be refused. Select Refresh readiness after changing something.
| Check | Passes when | If it fails |
|---|---|---|
| Supplier status is Active | Status is ACTIVE | Move the supplier to ACTIVE |
| Within the active period | Today is between Active from and Active until | Fix the dates |
| Approved supplier flag is set | The flag is on | Edit classification |
| No purchasing or all-activity hold | No effective PURCHASING or ALL_ACTIVITY hold | Release the hold |
| Compliance approved for purchasing | Compliance profile says approved for purchasing | Compliance |
| Primary ordering address assigned | An active primary ORDERING address | Assign it |
| Primary ordering contact assigned | An active primary ORDERING contact | Assign it |
| Order currency and value limits | The order fits the active commercial terms | Commercial terms |
Example: Coastline Packaging after creation:
| Check | Result |
|---|---|
| Supplier status is Active | Fail: Current status: DRAFT. |
| Within the active period | Pass |
| Approved supplier flag is set | Fail: the flag is off |
| No purchasing or all-activity hold | Pass: No effective blocking hold. |
| Compliance approved for purchasing | Fail: The compliance profile is not configured. |
| Primary ordering address assigned | Fail: No active primary ORDERING address assignment. |
| Primary ordering contact assigned | Fail |
| Order currency and value limits | Pass: no commercial terms, so no limit applies |
The worked example clears each failure in turn.
Next: Terms.