Vendor Request Process

Hi, my name is Avery. 

With so many random supply requests, it's hard to always find what I need in the usual places. But, did you know your staff can submit requests for new vendors right in Skyward? 

Here's how to get set up. 

In the Vendor setup area, start with Configuration. 

In Setup Options, check the top option to allow requests for new vendors and require approval. 

Enable automatic emails to keep the vendor requester and the approver up to date on the status of a request. 

Say you want to allow all department heads to request new vendors. Go to Product Setup, Skyward Contact Access, and in the Security Groups area, select Web Financial Management. 

Expand details for the Department Head group and choose User Selection. 

Select each person who should be able to request new vendors. 

Now it's time to review the security levels. 

First, click Edit Security Levels. 

Change the menu path to Vendors, expand Vendor Browse/Profile Tabs, and check Request New Vendor. 

Choose Assign Selected and change the Security Access Level and the Security Lookup Level to Level 1 or Level 2 depending on the approval hierarchy. 

Within New Vendor Approvers, you can designate which employees will be able to approve any new vendor requests. 

Next to Approve or Deny New Vendor Requests, change No to Yes. 

Once an approver accepts the new vendor request, your employees will be able to request new vendors for approval. 

Help your staff shop smarter by setting up New Vendor Requests in Skyward. 

Stay tuned for more Quick Hits for CFOs, coming soon.