Setting a Custom Reporting Start or End Date for a Supplier

  • Updated

Go-To-Market-Banner.png

Admins-Banner-shorter.png

From the main VendorPanel dashboard, navigate to the Enterprise Supplier Lists.

On the Manage Supplier List page, navigate to a list that has SSR enabled, then click on the button in the suppliers row to view suppliers on that list

Manage Supplier Lists - List with SSR enabled and button through to suppliers for that list

mceclip0.png

For the supplier you wish to set a customisation for, click on the right hand arrow and then click on the Self Reporting config link.

Manage supplier tooltip links with Self Reporting Config link

mceclip2.png

Custom start and end dates can be set for this supplier on the right hand side of the screen.

Set custom start and end dates
mceclip3.png
Once a supplier has a custom configuration in place, you can access these configurations from the SSR navigation. The dashboard will link to a page that lists all suppliers with a custom configuration.

Dashboard - link to suppliers with custom configurations
mceclip4.png

The subsequent page will show suppliers with custom configurations and detail what those configurations are without the need to click into the ‘modify settings’ view.

Suppliers with custom configurations view

mceclip5.png

mceclip6.png

Note:
The custom dates that you nominate for the supplier must fall within the START and END dates set for the list.