How to Recover a Supplier
There may be certain situations where you may need to recover a Supplier. For example, you have brought the Supplier back into your Supplier Chain.
Below are the steps that must be carried out in order to Recover a Supplier. Expand each step below for further explanation.
Navigate to the Suppliers tab of the Supply Chain Management module using the 'Supplier Management>Supply Chain Management>Suppliers' buttons. Using the 'Display Archived Records' dropdown, change the option to 'Yes'. This will allow you to remove all active Suppliers and see the Suppliers that have been Archived only. You can then use the search bar or arrows to scroll through the Archived Suppliers to locate the Supplier you wish to Recover. Click on the name of the Supplier to access the Suppliers page to access the 'Actions' button to Recover the Supplier.
Image: Navigation to Suppliers Tab using the 'Supplier Management>Supply Chain Management>Suppliers' Buttons, Change 'Display Archived Records' to 'Yes'
Image: Archived Supplier Visible as 'Display Archived Records' dropdown, change the option to 'Yes'
Note: The 'Archive On/Off' button is different within the Supplier Chain Management module and the Contacts in Master Data.
OR
Navigate to the Suppliers tab of the Contacts in Master Data using the 'Master Data>Contacts>Suppliers' buttons. Using the 'Archive: On' button, tick the button to turn the Archive on, the button will change to 'Archive:Off'. This will allow you the Suppliers that have been Archived to be visible in the list along side those active Suppliers. You can then use the search bar or arrows to scroll through the Suppliers to locate the Supplier you wish to Recover. Click on the name of the Supplier to access the Suppliers page to access the 'Actions' button to Recover the Supplier.
Image: Navigation to Suppliers Tab using the 'Master Data>Contacts>Suppliers' Buttons, Click 'Archive:On' Button
Image: Archived Supplier Visible as 'Archive: On' button change to 'Archive: Off'
Note: The 'Archive On/Off' button is different within the Supplier Chain Management module and the Contacts in Master Data.
Once you have accessed the Supplier using either Option 1 or Option 2 above, click the 'Actions>Recover' button to Recover the Archived Supplier.
Image: 'Actions>Recover' Button
Note: Recovering a Supplier will also Recover the Suppliers original Supplier Documents folder, ensuring that future Documents added for the Supplier after they have been Recovered will be placed in the same folder as before, and visible to the Suppliers themselves on the Supplier Portal.
Archived Documents will not be automatically Recovered along side the Supplier Document Folder. Each Document must be Recovered manually by the User.
Note: If you Recover an Archived Supplier, any Records/Programmes Archived along side the Supplier previously will need to be recovered individually. There is no 'Mass Recovery'.
In the scenario where you have accidentally Archived a large number of Suppliers and Supplier Related Records, you can raise a ticket with the Technical Support Team using the 'Help' button to request help Recovering the large number of Suppliers, Supplier Related Programs, Records or Documents.
Once the 'Recover' button has been clicked, a Recover Confirmation Pop-Up Screen will appear. Click 'Yes' to confirm the recovery, or click 'No' to cancel the recovery. If you click 'Yes' to recover the Supplier you will be brought back out to the Contacts Supplier tab with the Recovered Supplier visible in the active Supplier list.
Image: Recover Pop Up Confirmation Screen, Click 'Yes' to Recover
Image: Supplier Recovered and Visible in Supplier List
When a Supplier is Recovered, it will be detailed in the Audit Log. To access the Audit Log, click the 'Actions>Audit Log' buttons.
Image: Navigating to Audit Log Via 'Actions>Audit Log' Button
Image: Recovery Details in Audit Log
