Please note: only users with the "Edit Vendors" permission can review vendor items.
The vendor item review process allows you to confirm and finalize the information that the opsi team has processed from your invoices. This article is specific to customers using the opsi invoice processing feature.
The primary goal is to ensure that each vendor item is correctly mapped to both the appropriate item and category.
If the item and category mappings are correct:
Click the green checkmark to mark the vendor item as reviewed. Once reviewed, it will no longer appear in this workflow.
If the item mapping is correct but you want to rename the item:
Click on the item name to open it.
Click "Edit".
Update the Item Name and click "Save".
If the item mapping is incorrect:
Option 1 - Map to an existing item
Click the edit "pencil" icon.
Search for and select the correct item.
Click the preview icon "eye" to go back into view mode.
Once you confirm the mappings are correct for the vendor item, click the green checkmark. That vendor item is now considered reviewed and will no longer need to be reviewed moving forward.
Note: If the item being unmapped was only tied to this one vendor item, it will be deleted. If it was tied to multiple vendor items, it will remain active.
Option 2 - Create a new item
Note: This option is only available if the current item is linked to multiple vendor items.
Click the edit "pencil" icon.
Clear out the item field and type in the name you want to use, then click the "Add" option. This will create the new item and map the vendor item to it.
Click the preview icon "eye" to go back into view mode.
Once you confirm the mappings are correct for the vendor item, click the green checkmark. That vendor item is now considered reviewed and will no longer need to be reviewed moving forward.
These steps only apply to an item that have multiple vendor items mapped. If the current item only has one vendor item mapping, you must either:
Rename the existing item, or
Re-map to a different existing item.
If the category mapping is incorrect:
Click the edit "pencil" icon.
Click into the category field.
In the category management window, click the "-" next to the incorrect category to remove it.
Click "Add category" to search for and map to a different category.
Click the preview icon "eye" to go back into view mode.
Once you confirm the mappings are correct for the vendor item, click the green checkmark. That vendor item is now considered reviewed and will no longer need to be reviewed moving forward.