Supply approved supplier identities, buyer source connections, current payable and payment examples, protected document storage, known verification contacts, role authority and accepted discount terms.
Implementation
Configure a supplier workspace with verified source outcomes and access boundaries.
Implementation phases
- Confirm system ownershipBuyer
- Reconcile supplier scopeBuyer
- Exercise document handoffTeam and ERP.ai
- Review financial requestsTeam and ERP.ai
- Verify supplier accessTeam and ERP.ai
Phase 1 · Buyer
Confirm system ownership
Identify the buyer’s AP, payment, identity and storage sources and the actual authority for each financial outcome.
Phase 2 · Buyer
Reconcile supplier scope
Map vendor identifiers, buyer entities and known contacts before creating invitations.
Phase 3 · Team and ERP.ai
Exercise document handoff
Test a valid invoice, duplicate content, a conflict, rejected attachments and an interrupted AP response.
Phase 4 · Team and ERP.ai
Review financial requests
Test offer expiry, competing reservations, independent payee verification and a stale source profile.
Phase 5 · Team and ERP.ai
Verify supplier access
Test cross-vendor requests, internal-note exclusion, revoked saved links and notice recipients through UI and API.
New memberships or buyer relationships require explicit grants. Financial source and policy changes preserve prior observations and decisions. Review the website, specification and paired app skill together before expanding portal authority or the data exposed to suppliers.
1
Say what you need"Add a second approval above 10,000." Plain language.
2
Review the branchThe change lands on a branch with the diff and a test run.
3
ReleaseMerged into your workspace. Every user gets it.